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Press Article on Bartlett\'s Chartered Status

The national broker is bringing the benefits of Chartered status to clients worldwide.
Published on: Mar 4, 2016

Transcripts - Press Article on Bartlett\'s Chartered Status

  • 1. December 2010/January 2011 Chartered statusBroad horizonsfor BartlettThe national broker is bringingthe benefits of Chartered status Profileto clients worldwide, saysPeter Sharplesthe bartlett group has come a long excellent record on client retention.” overseas colleagues and associates.”way in the space of 70 years, from a Recent recruit Chris Sutherland, says Roberts. “Our overseas colleaguesprovincial, one-man operation to a global insurance due diligence and liability are much more than mere names in anpresence with offices in London, Leeds, specialist, explains: “The opportunity internal directory. While other companiesEurope, North America and Asia. to join Bartlett in a role normally the may be able to provide a good standard “Our progress has been achieved preserve of the national brokers is what of service to UK clients, they are oftenthrough a deliberate strategy of steady really appealed to me.” unable to guarantee the same standardand consistent organic growth, based on Chartered status has also helped of service in overseas territories.”the quality of our people” says chairman Bartlett to attract a number of new Richard Taylor adds: “We haveMichael Bartlett. clients, as account director Ian Roberts the capability to provide services to “This has enabled us to retain our explains: “As an example, we recently international companies in a veryindependence, our professionalism and tendered for a client in the charity sector personal way and being a smaller,our focus, and to deliver a consistently who themselves had been the recipient of independent company, we can respond 17outstanding level of service.” an award. They referred to that award as very quickly to our clients’ needs.” Bartlett was one of the first their own gold standard and I know that The qualities underpinning Bartlett’scompanies to achieve CII Chartered the fact that we had achieved Chartered Chartered status are also very relevantInsurance Brokers status in 2007. status resonated with them when we to another growth area for Bartlett –The award has subsequently proved successfully delivered our pitch.” financial institutions insurance – asinvaluable in attracting new talent to the This is a positive factor cited by Andrew Bartlett, financial institutionsbusiness, including five recent senior many other Chartered firms, along with specialist, explains: “In a sector whereappointments. the parity of esteem it delivers with the cost and quality of insurance is highly Bartlett’s reputation for professionals such as accountants and variable, a broker’s role as fiduciaryprofessionalism and integrity were major solicitors. really comes to the fore. We act for fundfactors in attracting Richard Taylor, former Bartlett’s commitment to quality of managers of all shapes and sizes. We’vedirector of Aon’s Leeds branch, to join the service has proven particularly attractive been very successful in winning businesscompany earlier this year. to multi-national companies, ranging in this sector because our approach, “Having worked for one of the top from businesses with single overseas which is rooted in technical expertisethree brokers in the world, what attracted offices to global companies with multiple and quality service, typically results inme to Bartlett was mainly its reputation locations around the world. wholesale improvements for new clients.”within the industry.” he says. “There’s “We have been successful in winning So what does the Bartlett team thinkan emphasis on quality of service multi-national business because of will be the future for Chartered Status?here that’s reflected in the company’s our close working relationships with “Insurance broking is still seen as Bartlett chairman a Cinderella when compared to many Michael Bartlett other professions,” says Michael and the firm’s Bartlett. “There is a long way to go, but Leeds offices I am hopeful that Chartered status will eventually become an important quality benchmark for the sector.” The Bartlett chairman also believes that the CII has successfully raised its profile as a professional body considerably in recent years. He says “I am particularly encouraged by the Institute’s promotion of insurance career opportunities via the Discover Risk website and the work of the local institutes in supporting personal development.”J

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