How the Aon Hewitt Private Client Services Team can help you

 Retirement Planning

Protection

• Life Assurance
• Income Protection
• Critical Illness
• Corporate Health Care

Executive Planning

• Retirement goal setting towards post retirement
• Maximisation of thresholds
• Developing the appropriate investment strategy

Investment Services

• Structure Investment Portfolios to suit individual investment risk
• Provide access to market leading global investment managers
• Educational Saving Plans
• Credit Unions: strategic investment advice
• Charity Investment Services

Succession and Estate Planning

• Tax efficient transfer of your assets after your lifetime to the next generation

Business / Partner Protection

• Keyperson
• Co-shareholder Protection
• Partnership Protection

Employee Benefit Solutions

• SME Focus
• Group Pensions
• Group Risk
• Credit Unions: Death Benefit Insurance / Collective Life