Protection document library
For intermediaries only
- Application form - Personal Protection
- Commission guide
- Data capture form
- Direct debit collection dates
- Direct debit instruction
- Family income benefit – what do you value the most?
- Flexible trust deed
- Guide to our critical illness definitions
- Key features of Personal Protection
- Life protection – individual single-life policies or joint-life cover
- Personal liability audit form
- Personal Protection for your clients and their family
- Policy conditions IP17
- Product oversight and governance – Personal Protection
- Supporting you and your family
- Working together to protect the future
- Application form and trust - Whole of Life
- Commission guide - Whole of Life
- Data capture form
- Direct debit collection dates
- Direct debit instruction
- Flexible trust deed
- Key features of the Whole of Life Policy
- Inheritance tax calculator
- Options application form - Whole of Life
- Product oversight and governance – Whole of Life
- Policy conditions
- Supporting you and your family
- Whole of Life trust terms and powers
- Working together to protect the future
- Application form - Business Protection
- Business continuity and succession planning forms
- Business intestacy audit
- Business property relief
- Business protection liability audit
- Business Protection liability audit calculator
- Business Protection menu
- Commission guide
- Continuity and succession planning for your business - introducer toolkit
- Data capture form
- Direct debit collection dates
- Direct debit instruction
- Equalisation of policy payments
- Executive income protection – ‘pre’ and ‘post’ retirement
- Guide to developing professional connections
- Guide to our critical illness definitions
- Helping you move forward
- Key features of Business Protection
- Our immediate cover facility
- Own life policy held under a business trust
- Partnership Protection – the automatic accrual method
- Policy conditions BP17
- Premium equalisation calculator
- Product oversight and governance – Business Protection
- Sample board minutes
- Sample business protection factfind
- Sample double option agreement
- Sample flyer from solicitor or accountant to client
- Sample letter – adviser to solicitor or accountant
- Sample single option agreement
- Shareholder protection – an unquoted company buying its own shares
- Shareholder protection – Companies Act 2006
- Taxation of key person policies
- Working together to protect the future
- Application form - Relevant Life
- Client pre-approach letter
- Commission guide
- Data capture form
- Declaration of trust for a Relevant Life policy
- Direct debit collection dates
- Direct debit instruction
- Helping you move forward
- Key features of the Relevant Life policy
- Product oversight and governance – Relevant Life
- Relevant Life policies – the tax advantages
- Relevant Life – should the company be a corporate trustee?
- Relevant Life tax calculator
- Tax-efficient protection planning for the small business
- Working together to protect the future
- Body mass index (BMI) tables
- Occupation database
- Spotlight on alcohol
- Spotlight on asthma
- Spotlight on bowel cancer
- Spotlight on breast cancer
- Spotlight on e-cigarettes
- Spotlight on heart disease
- Spotlight on mental health
- Spotlight on prostate cancer
- Spotlight on tele-claims
- Spotlight on terminal illness
- Spotlight on testicular cancer
- Spotlight on the benefits of not smoking
- The telephone underwriting process explained
- Underwriting limits guide
- Armed forces questionnaire
- Arthritis / Gout questionnaire
- Aviation questionnaire
- Aviation-related questionnaire
- Blood disorder or anaemia questionnaire
- Business Protection financial questionnaire
- Caving / Potholing questionnaire
- Chest complaints questionnaire
- Commercial diving questionnaire
- Cyst, mole, growth, lump or lesion questionnaire
- Declaration of health – adding waiver of premium benefit
- Declaration of health – restarting a policy
- Declaration of health – start of a new policy
- Digestive, kidneys or liver questionnaire
- Drugs questionnaire
- Epilepsy questionnaire
- Foreign travel questionnaire
- General practitioner’s report consent declaration
- Gynaecological questionnaire
- Inheritance tax financial questionnaire
- Ischaemic heart disease questionnaire
- Joint questionnaire
- Key person income protection questionnaire
- Motor sports questionnaire
- Mountaineering questionnaire
- Personal and family protection financial questionnaire
- Pre-submission underwriting questionnaire
- Raised blood pressure questionnaire
- Sailing questionnaire
- Sports diving questionnaire
- Stress/Anxiety/Depression questionnaire
- Thyroid questionnaire