Supplier Spotlight – Bartlett Group

In our Q&A we speak to insurance and financial solutions specialists Bartlett Group . Here, Account Director of Corporate Risks, Ade Hiley and Senior Consultant in Employee Benefits, Mike Dillon tell us more about their roles and the work they are doing with Aptus.

Q: Tell us a little bit about Bartlett Group and what you do?

Ade: Bartlett are a third generation family owned insurance broking organisation. We are predominantly Business to Business, although we do also have specialist teams working in Private Client insurance (Home/Motor/Travel etc.) and Wealth Management.

Q: Where are you based and how long have you been in business?

Mike: Bartlett & Company Ltd was started in Bradford in 1940 by Fred Bartlett and is now managed by his two grandsons, Richard and Andrew Bartlett. The Head Office is in Horsforth, just outside of Leeds, but we also have a network of overseas offices and a presence in London.

Q: What makes you different from others in your sector?

There aren’t many truly independent broking businesses in the sector any more. Most have been bought up by either large multinational companies or by consolidators in the UK who look to grow their company by acquisition and integration. There are even fewer which remain family owned and have the capability to handle large, complex corporate risks and global insurance business. To my mind, there are none who can also claim to have the breadth of services and specialisms on offer that we do.

Q: Can you tell us more about the Bartlett Foundation?

Fred Bartlett always gave generously to charity and particularly to children’s charities. He was a great exponent of giving every child a chance to succeed. This led to the creation of the Bartlett Foundation, and the Bartlett Group donates a percentage of its profits every year to the Foundation to help provide grants to support charities – particularly ones who are supporting or helping underprivileged children and their families. We also have fundraising events every year to help raise additional money. Last year, our total charitable giving exceeded £300,000.

Q: Ade, what services do your team provide for Aptus?

Aptus are a client of our Corporate Risks team and we place their general insurance policies into the market. We meet regularly with them and have tripartite meetings with them alongside the insurers we have chosen to work with. We also look to provide advice and support from a risk management perspective. For an organisation with their risk profile, a lot of this for Aptus concentrates on managing the Health & Safety risk to employees and the transport risk from operating a large fleet of vehicles. As part of the insurance placement, we have secured funding from the insurers to help with the cost of improving risk management in these areas as this is a “win-win” for both parties.

Q: And Mike, how does your team help Aptus?

Our Employee Benefits division has been working with Aptus to improve and enhance the current workplace pension plan, introduce salary exchange (resulting in higher take-home pay for employees) and provide consultancy and broking services for the existing Death in Service policy. We have also been discussing the longer term benefit strategy and how things can continue to improve and evolve.

Published on 2nd March 2023