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Cromwell Associates

Business Protection

Relevant life plans

Individual death-in-service style cover funded by the company.

Smaller companies rarely have a group scheme. A relevant life plan allows the business to provide comparable cover for a single director or employee, normally written in trust for their family.

Conditions apply and the treatment depends on the arrangement being established correctly.

Things worth considering

  • Cover is for the individual's family, not the business
  • Usually written in trust from outset
  • Confirm treatment with an appropriate specialist

Enquire about relevant life plans

Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.

  • One dedicated point of contact
  • No call centres
  • Introductions handled discreetly
  • Serving Hampshire, West Sussex, Surrey and the Isle of Wight

Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.

Your enquiry is reviewed personally before any introduction is made.

Please do not send medical details, account numbers or other sensitive information. Cromwell Associates is an enquiry and introduction service: it does not give advice, recommend policies or arrange cover. Insurance introductions are passed on by hand to a suitable specialist, and other services to an appropriate partner. Cromwell Associates may receive a referral payment if you go on to use a service.