Life & Pensions

Phelan Caswell Insurances was founded in 1998 and is a leading provider of financial planning services to Charity, Individual and Commercial clients nationwide. 

Our principle focus is that of developing partnerships with our clients and harnessing the experience and imagination of our people to deliver cost-effective and innovative solutions. Phelan Caswell Insurances has a dedicated team of professional and experienced Financial Advisors to service the needs of all clients and we are constantly seeking new ways to combine our expertise with the technology of today, to exploit new opportunities and services on behalf of our clients.

  • Group Pensions
  • Group Death In Service
  • Group Income Protection
  • Investment & Savings Solutions
  • Family / Personal Protection
  • Mortgage Protection
  • Personal Income Protection
  • Specified Illness Protection
  • Inheritance Tax Protection
  • Business Keyperson Protection
  • Business Company Directors Protection

Group Pensions – A Group Pension Plan is designed to enable companies to provide retirement benefits for their employees.  At Phelan Caswell Insurances Ltd we design the Pension Plan to suit your requirements.  Establishing a good Pension Plan brings considerable advantages to your organisation and your employees:

  • Assist with the retention of Staff
  • Make it easier to recruit new Staff
  • Tax Relief on both Employer & Employee contributions

Phelan Caswell Insurances make it easy for both employers and employees to engage with and understand the retirement planning process.

To apply for a quotation, please complete our inquiry form below and we will contact you.