‘John Glavey has been our personal IFA for over 30 years. In addition, he acted for 40+ employees of companies of which Mr B was a Director. His advice and actions has made our retirement financially comfortable. Throughout those years his attitude has been relaxed but positive and we always had the feeling that he was maintaining his knowledge of trends and changing investments where appropriate. His up to the minute qualifications corroborate that.’
We are an independent business with access to the full market for Group Risk arrangements. We work with our clients to understand their company and its needs and will tailor a benefits package to meet these requirements.
We will provide the scheme design, its implementation, manage the annual renewal process and any claims that may arise. This on-going work will be complemented with periodic market reviews to ensure premiums remain competitive.
We consult on the following products:
- Group Life Assurance
- Relevant Life Assurance
- Group Income Protection
- Group Critical Illness
Why is Corporate Planning Important?
Group life, critical illness and income protection products are vital benefits that provide financial protection to employees and their families should they fall ill or die unexpectedly.
We will provide the scheme design, its implementation, manage the annual renewal process and any claims that may arise. It is on-going work which will be complemented with periodic market reviews.
We ensure we deliver a professional and personal service to clients from the first meeting, through to our regular ongoing governance programme. By allocating every client to an individual office-based Client Manager, we foster and deliver a highly personal service that we are justifiably proud of.
What Can KLO Corporate Services Help Me With?
Whatever you need, our experienced team can consult with you to understand the needs of your business and then recommend appropriate solutions from across the whole market.
When it comes to your business, there are many decisions you will have to make that can affect the future of not just you and your company, but the employees within your business too. With this in mind, KLO Corporate Services can offer advice and support in a number of areas which include:
- Pension consultancy
- Auto-enrolment compliance
- Group risk consultancy
- Advise to members about getting the most out of their pension
We are always eager and available to meet with you to discuss your financial objectives and assess your current strategies. No question is too big or too small. The first consultation is always free and comes with no obligation. If you’d like to speak to one of our expert financial advisers, get in touch today.
We are independent. We have no ties to any organisation and are remunerated solely by our clients for the services received. This will be clear and transparent at all times. We work with our clients to truly understand their needs and all advice provided will be with our clients’ interests at heart.
We are led by an experienced Chartered Financial Planner and a board of Directors. When it comes to pensions and benefits, we know what we are talking about and ensure it stays that way by having a real commitment to on-going learning and real personal development.
Through working in partnership with our clients, we can share their values and goals. If we can establish this type of trust over time, we will be able to deliver truly tailored, high quality service that is value for money. Crucially for us, if we provide real value we will retain our clients.
You do not need to cover all your employees – you can choose only some of your workforce if you so wish.
With KLO Corporate, we have full access to the market and will tailor a package to meet your requirements. From scheme design to reviewing your annual renewal process, we will support you in any way that you wish. We will consult on Group Life Assurance, Relevant Life Assurance, Group Income Protection and Group Critical Illness.
Yes, providing there has been no break in cover.
Over time, both your business’s and employees’ needs are likely to develop. By staying with the same insurance company for years and not looking into other providers, you may be missing out on the opportunity to save your business money and meet the needs of your employees.
Yes, but this will depend on the dates of your policy.