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Personal insurance and investment advice for business owners

Online insurance and financial services for you and your employees

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At the Forum, we don’t just look after you in the workplace, but want to ensure you have the right help to manage and look after your hard-earned money and assets.

As well as the comprehensive legal expenses policy included in Forum membership and access to additional business insurances, Forum members can access a range of high quality online personal insurance and financial services from lucasfettesonline.co.uk, including:

Household insurance

EXCLUSIVE: 10% discount on household insurance – Forum members and their employees can access a high quality household insurance policy to protect their buildings, contents or both. Log in to MyFPB to get your exclusive discount code or call 0845 130 1722.

The policy can be tailored to suit your individual circumstances and worldwide all risks cover is provided as standard, so wherever you and your valuables are, you are protected. In recognition that security measures can sometimes be overlooked, the policy is warranty free.*

If you need advice or help with your quotation, you can call and speak to a UK-based underwriter. And in the event that you need to make a claim against your policy, you’ll be appointed your own dedicated claims manager from an award winning team.**

Online investment

The first of its kind to launch in the UK, this is a ‘simplified advice’ service that provides investors with an online investment vehicle to manage their monies. Through the site, you can obtain a free investment proposal, personalised to you.

Retirement income

Retirement income options, including an online annuity service, to support you when you reduce or stop working.

For more information or advice, or to arrange a FREE, no obligation consultation, call 0845 130 1722 or email info@fpb.org.

*Warranty free cover is subject to terms, conditions, restrictions and exclusions. Compulsory excesses apply. Full details are available in the policy document, which is available to download when you receive a quote. **Outstanding Insurer Claims Team of the Year, Insurance Times Claims Excellence Awards 2012.

These insurance and risk management solutions are available to Forum members through our partner, Lucas Fettes & Partners, independent insurance intermediaries authorised and regulated by the Financial Conduct Authority.

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