Download Guides for Businesses
Welcome to our financial advice resources for Businesses
We offer a wide range of Guides and Fact Sheets on all aspects of financial advice and services we provide for all your employees such as pensions, life insurance, critical illness cover, as well as insurance and protection cover to protect your business from the unexpected.
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Welcome
Welcome to Ellis Bates
An overview of the financial services we provide and the way we will look after you and your family as an Ellis Bates client.
Guide to Financial Advice for Business Owners
Helping you maximise the rewards of your efforts and success.
Pensions
Group Pension Scheme
A group pension scheme is a retirement plan offered by employers to provide their employees with a collective investment option, ensuring financial security for their future.
Investment Advice
Financial Wellbeing
Financial wellbeing is the state of having control over your finances, being able to meet your current and future financial obligations, and feeling secure about your financial future
Benefits of a SIPP vs SASS in Business
We discuss the key differences difference between a Small Self-Administered
Scheme (SSAS) and a Self-Invested Personal Pension (SIPP).
Employee Benefits
Group Life Insurance
Group life insurance provides your employees reassurance that in the event
of their death, their dependants will receive a tax-free lump sum.
Group Income Protection
Employers should consider offering this benefit to enhance their overall employee benefits package and attract and retain a motivated and satisfied workforce
Group Critical Illness
Group critical illness insurance is a type of insurance coverage that provides
financial protection to your employees.
Death in Service
Death in service insurance is a valuable benefit provided
by employers to support their employees’ families in times
of tragedy.
Protecting your Business
Business loan Protection
The coverage and terms of business loan protection may vary depending on the insurance provider and the specific policy
Relevant life Insurance
Relevant Life Insurance is a type of life insurance policy that is designed specifically
for small business owners and company Directors.
Keyperson Insurance
A ‘key’ person could be any individual who is crucial to the dayto-day running of your company, such as a director, employee.
Stakeholder Protection
Shareholder protection typically involves creating a legally
binding agreement, commonly referred to as a shareholder
agreement
Partnership Protection Insurance
Partnership protection helps ensure the continuity of the business in the face of unforeseen events such as the death or critical illness of a partner