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Literature

  • Claims guides

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    5 documents available
  • Self Assurance product literature

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    2 documents available
  • Pegasus product literature

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    2 documents available
  • Supplementary questionnaires

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    5 documents available
  • Trusts

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    18 documents available
    • Split trust discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Gift trust discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Split trust (jointly owned plans - survivor to benefit) – discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Gift trust (jointly owned plans - survivor to benefit) – discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Business trust

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Letter of wishes Self Assurance

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Specimen cross option agreement - company share purchase

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Specimen cross option agreement - individual purchase

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed of appointment of a new trustee

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed to remove Settlor

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed of appt of a beneficiary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed of Assignment

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed of Appointment (absolute) split trust

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed of appointment (absolute) pre-2006 trusts

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • RLP deed of appointment and assignment

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • RLP trust and nomination form

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • RLP nomination form

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

    • Deed of appointment and assignment - Business Trust

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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