Policy Plus

For financial advisers only

Helping your clients to move forward

While our protection policies provide your clients with financial security, they can also provide support and guidance.

Policy Plus offers a range of support services for no additional cost, whenever your client or their immediate family needs them. These services are available throughout the life of their policy, providing your clients with peace of mind and reassurance when they need it most.

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Find out more about our support services

Watch our short animations that focus on the services we provide with Policy Plus.

Second medical opinion service

Providing your client with a confidential face-to-face consultation, with a UK-based specialist who’s local to them.

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Health and wellbeing service

Providing a confidential and compassionate service through phone-based counselling and online support tools.

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Key person replacement service

Supporting businesses when the owner or a key person is unable to work due to an illness, injury, or death.

Watch the video (about the Key person replacement service)

Our health and wellbeing service, provided by Health Assured, supports clients and their immediate family by providing access to confidential, compassionate counselling and on-demand web and mobile support tools. 

They’ll support your clients with a range of issues including bereavement, medical diagnosis, emotional health, relationships, family concerns, finances, debt, legal issues, and consumer rights.

Call Health Assured

Qualified and experienced counsellors are available all day, every day and will tailor the support they provide to suit your client’s individual needs and circumstances - call
0800 028 9095.

Go online

Your clients can access the wellbeing portal and the My Healthy Advantage app for a full range of self-help tools including wellbeing videos, weekly mood trackers, four-week plans, mini health checks and more.

Access the wellbeing portal
User ID: aegon Password: support4u

Download the My Healthy Advantage app (from the App Store or Google Play)
Unique code: MHA043731

Our second medical opinion service, provided by RedArc, offers a confidential face-to-face consultation with a UK-based specialist to review your client’s medical diagnosis.

Your client will have a dedicated nurse adviser allocated to them. They’ll discuss your client’s medical history, and gather the information needed to confirm if a second medical opinion is right for them. 

At the consultation, the specialist will discuss your client’s diagnosis, their test results and recommendations. They'll be able to ask questions and consider any treatments available to them through the NHS or private care. The consultation will be local to where your client lives.

After the consultation, your client and their GP will receive a report that summarises the second medical opinion and any further recommendations. 

The dedicated nurse adviser will continue to provide ongoing phone-based support, after the consultation, until your client no longer needs it.

Call RedArc on 01244 62 51 80 to find out more and talk to a nurse adviser.

Our key person replacement service, provided by Identify HR & Resourcing Solutions, supports your business clients, when illness, injury or the loss of a key employee threatens the continuity of their business.

Whether they’re recruiting on a temporary or permanent basis, Identify HR & Resourcing Solutions will tailor the advice and support they provide, to suit the situation and need. 

They’ll help your client to write job specifications, identify where to advertise, engage recruiters and provide CV’s of potential candidates. They'll also provide guidance and support on all aspects of employment law through their employment helpline.

Call Identify HR & Resourcing Solutions on 01688 32 06 20 Monday to Friday 9am to 5pm, or email aegon@i-dentify-solutions.com

Our funeral payment pledge helps bereaved families to meet the funeral costs of their loved one, when there are delays due to probate. 

It’s an advanced payment of up to £10,000 on a valid life protection claim. The benefit payment goes directly to the funeral home or funeral director so the funeral can proceed.

To talk to one of our Claims team, or to submit a claim call 03456 00 04 93 (calll charges will vary).

You benefit from our health and wellbeing support 

We know that you have difficult conversations with your clients and their families when they suffer from injuries, illnesses or they die - and those conversations can take their toll. So as well as covering your clients, you can now use our health and wellbeing service, provided by Health Assured.