Personal Protection

The illness or early death of a family member can have an overwhelming effect on your family’s financial future. Similarly a business may also require this planning to mitigate the effect of a death or illness of a director, key person or partner.

Ensuring that you have done all you can to limit the impact of such events is an area where we can help. By reviewing any cover that you already have in place, provided by an employer or arranged individually, we can begin to understand the needs and requirements you may have in protecting yourself, your family or your business.

Understanding is only the first step, we can then construct a suitable protection plan that takes into account the financial implications of your protection needs and your ongoing requirements using the following types of protection options:

  • Life assurance
  • Critical illness
  • Long term care protection
  • Income protection
  • Protection for business partners and key personnel

Contacts:

Martin Proctor, Regional Director South|T: +44 (0)1202 446 442|E: martin_proctor@jltgroup.com

Paul Woolston, Regional Director London|T: +44 (0)20 3465 4983|E: paul_woolston@jltgroup.com

Russell Douglass, Regional Director North|T: +44 (0)1604 615 841| E: russell_douglass@jltgroup.com

What to do if you have a complaint

If things have gone wrong we are happy to hear from you as it may help us improve our services. If you wish to register a complaint, please contact us:

In writing: The Customer Relations Team | JLT Investment Management Limited | The Colombia Centre, Station Road, Bracknell RG12 1LP

By phone: 01344 381646

By email: complaints@jltgroup.com

We have a complaints procedure that is available on request. For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk