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Business protection

Support material

    • Business succession audit

      This document discusses the benefits of partnership and shareholder cover with Protect.

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    • Customer privacy notice

      How we collect, manage, store and use your clients' personal information. 

      Download
    • Business continuity audit

      A simple form that helps your client identify the financial impact on their business should they lose a key person.

      Download
    • Continuity and succession planning – risk assessment

      A simple tool to use with your clients to identify quickly the risks that could affect their business and rate their impact.

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    • Is your business future proof?

      5 quick questions that could open your client’s eyes to the need for business protection.

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    • Business loan cover - questions for your clients

      A flowchart designed to help financial advisers ask the right questions to their business clients enquiring into business loan cover.

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    • Have you covered your borrowings? Loan cover from Old Mutual Wealth

      This document describes the options for business cover with Protect.

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    • Key person cover - questions for your clients

      A flowchart designed to help financial advisers ask the right questions to their business clients enquiring into key person cover.

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    • Partnership or shareholder cover - questions for your clients

      A flowchart designed to help financial advisers ask the right questions to their clients enquiring into partnership or shareholder cover.

      Download
    • Partnership or shareholder cover - trust selector

      A flowchart designed to assist financial advisers with selecting the right trust for their clients wanting partnership or shareholder cover.

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    • Key person case study

      In this case study we look at how a financial advice firm would be affected by the loss of three key advisers, and what they can do to protect itself.

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    • Old Mutual Wealth discretionary business assurance trust (English Law, settlor excluded)

      Discretionary trust for use with shareholder or partnership protection.

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    • Discretionary business assurance trust (English Law) – settlor included

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    • Discretionary Business Assurance Trust (Scottish Law) – Settlor Included

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    • Illustrative double cross option agreement – for plans in trust

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    • Template letter to HMRC – loss of profits

      This sample letter, which can be copied to your own letterhead, gives guidance on the information that HMRC will require in order to determine eligibility for tax relief.

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    • Template letter to HMRC – loan cover

      This sample letter, which can be copied to your own letterhead, gives guidance on the information that HMRC will require in order to determine eligibility for tax relief

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    • Template professional connections approach letter

      This sample letter, which can be copied to your own letterhead, provides some suggested wording for contacting professionals such as accountants and solicitors  with regards to a reciprocal business arrangement.

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    • Loan cover case study

      In this case study we look at how a financial advice firm protects itself when is has a business loan with a personal guarantee from its major shareholder.

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    • Shareholder case study 1

      In this case study we look at how a financial advice firm would be affected by the loss of all of its shareholders and what protection they can put in place.

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    • Shareholder case study 2

      In this case study we look at shareholder protection and what needs to be considered when not all of the shareholders take out protection.

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    • Immediate cover for business protection

      Information on the benefits of using the immediate cover option to get business protection on risk immediately, ahead of underwriting.  

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    • Illustrative single cross option agreement – for plans in trust

      Download

Guides and brochures

    • Protection for your corporate clients

      This guide gives both practical and technical information about ensuring that your business clients are fully protected.

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White labelled support material

    • How to place a logo into an editable PDF using Acrobat reader

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    • White labelled - Continuity and succession planning for your business – risk assessment

      Download
    • White labelled - Is your business future proof?

      Download
    • White labelled - The business continuity audit - helping you to identify people risks within your business

      Download
    • White labelled - The business succession audit - who will inherit your business?

      Download

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