Literature for Advisers

Access all the literature to help you and your clients in one handy and easy to use place. Use the tabs below.

Individual Protection

Data Capture Form

This form will help you collect the information you need when applying for your clients' policies online.

Download Updated 12 Dec 19
Instant - Data capture form

This is a data capture form for Instant Life Insurance.

Download Updated 31 Aug 18
Medical data capture form

This form contains questions that our online application system will ask for the 10 most common medical disclosures.

Download Updated 30 Apr 18
Personal Financial Questionnaire

To collect further information that may be required to assess a cover application - information provided here forms part of the contract.

Download Updated 30 Apr 18
Instruction to your Bank or Building Society to pay by Direct Debit

Download our Bank and Building Society Direct Debit form.

Download Updated 01 Feb 16

Business Protection

Data Capture Form - Business Protection

This form will help you collect the information you need when applying for your clients' Business Protection policies.

Download Updated 30 Apr 18
Medical data capture form

This form contains questions that our online application system will ask for the 10 most common medical disclosures.

Download Updated 30 Apr 18
Personal Financial Questionnaire

To collect further information that may be required to assess a cover application - information provided here forms part of the contract.

Download Updated 30 Apr 18
Instruction to your Bank or Building Society to pay by Direct Debit

Download our Bank and Building Society Direct Debit form.

Download Updated 01 Feb 16

Group Protection

Group Life Claim Form

This form can be completed on-screen or printed off and completed by hand.

Download Updated 04 Apr 19
Trustee Instruction to Pay Benefit to Beneficiary

A trustee instruction to pay the benefit to the beneficiary on Group Protection policies.

Download Updated 10 Apr 19