Protection document library
For financial advisers only
- About us
- Application form – Personal Protection
- Commission guide
- Critical illness cover - what's included?
- 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 income protection at a glance
- Personal liability audit form
- Personal Protection for your clients and their family
- Policy conditions - Personal Protection
- Policy Plus – helping your clients to move forward
- Policy Plus – supporting you
- Product oversight and governance – Personal Protection
- Working together to protect the future
- About us
- 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
- Inheritance tax calculator
- Key features of the Whole of Life Policy
- Options application form – Whole of Life
- Policy conditions - Whole of Life
- Policy Plus – helping your clients to move forward
- Policy Plus – supporting you
- Product oversight and governance – Whole of Life
- Whole of Life trust terms and powers
- Working together to protect the future
- About us
- Application form – Business Protection
- Business continuity and succession planning forms
- Business intestacy audit
- Business property relief
- Business protection infographic
- Business protection liability audit
- Business Protection liability audit calculator
- Business Protection menu
- Commission guide
- Continuity and succession planning for your business – introducer toolkit
- Critical illness cover - what's included?
- Data capture form
- Direct debit collection dates
- Direct debit instruction
- Equalisation of policy payments
- Executive income protection at a glance
- Executive income protection – financial security for your clients
- Guide to business protection
- Guide to developing professional connections
- Guide to our critical illness definitions
- Key features of Business Protection
- Key person income protection at a glance
- Our immediate cover facility
- Own life policy held under a business trust
- Partnership Protection – the automatic accrual method
- Policy conditions - Business Protection
- Policy Plus – helping your clients to move forward
- Policy Plus – supporting you
- 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
- About us
- 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
- Key features of the Relevant Life policy
- Nomination form for a Relevant Life trust
- Policy conditions - Relevant Life
- Policy Plus – helping your clients to move forward
- Policy Plus – supporting you
- Product oversight and governance – Relevant Life
- Relevant Life at a glance
- Relevant Life policies – the tax advantages
- Relevant Life – should the company be a corporate trustee?
- Relevant Life signature-free trust terms and powers
- Relevant Life tax calculator
- Tax-efficient protection planning for the small business
- Working together to protect the future
- Your guide to our Relevant Life trust
- 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 testicular cancer
- Spotlight on the benefits of not smoking
- Spotlight on total permanent disability benefit
- 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
- Joint questionnaire
- Key person income protection questionnaire
- Motor sports questionnaire
- Mountaineering questionnaire
- Personal Protection financial questionnaire
- Pre-submission underwriting questionnaire
- Raised blood pressure questionnaire
- Sailing questionnaire
- Sports diving questionnaire
- Stress/Anxiety/Depression questionnaire
- Thyroid questionnaire
- Bare trust
- Business trust – new policies only
- Declaration of trust for a Relevant Life policy
- Deed of appointment of additional trustees
- Deed of appointment of beneficiaries by trustees
- Discretionary trust form
- Expression of wish form for protection policies under trust
- Nomination form for a Relevant Life trust
- Personal Protection – Flexible trust deed
- Relevant Life signature-free trust terms and powers
- Trustees' responsibilities
- Whole of Life trust terms and powers
- Your guide to our discretionary trust
- Your guide to our Relevant Life trust