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Literature

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  • Claims guides

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    5 documents available
    • Making an unemployment benefit claim

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    • Making a life assurance claim

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    • Making a critical / terminal illness claim

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    • Making a disability income benefit claim

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    • Making a total permanent disability claim

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  • Self Assurance product literature

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    2 documents available
    • Self Assurance product guide

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    • Self Assurance key features

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  • Supplementary questionnaires

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    5 documents available
    • Financial questionnaire

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    • Declaration of health

      Sorry, but this item is not available to order
    • Declaration of health and insurability

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    • Personal identity verification certificate

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    • Corporate identity verification certificate

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  • Trusts

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    23 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.

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    • Gift trust discretionary

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

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    • 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.

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    • 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.

      Sorry, but this item is not available to order
    • 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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    • 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.

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    • 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.

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    • 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.

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    • 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.

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    • Deed to remove Settlor

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

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    • Bypass Trust - A Guide

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

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    • 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.

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    • Deed of Assignment

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

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    • Split Trust Bare

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

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    • Gift Trust Bare

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

      Sorry, but this item is not available to order
    • Split trust (jointly owned plans - survivor to benefit) – bare

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

      Sorry, but this item is not available to order
    • Gift trust (jointly owned plans - survivor to benefit) - bare

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

      Sorry, but this item is not available to order
    • 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.

      Sorry, but this item is not available to order
    • 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.

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    • 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.

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    • 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.

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    • RLP nomination form

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

      Sorry, but this item is not available to order
    • 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.

      Sorry, but this item is not available to order
    • Show all

  • Underwriting

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    1 documents available
    • Our underwriting limits

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