Adviser Centre

Technical Information.

We have a wide range of tools, underwriting information and other technical information to support you and help you to provide a better service for your clients.

Underwriting

Our underwriting section provides comprehensive information on our underwriting philosophy and processes. For example:

  • Full information on underwriting limits and process.
  • Everything you need to know on how to submit Priority Protection business.
  • Information on our Price Beater service.
  • Comment and information on current legislation and regulation that affects the underwriting process.
  • Links to our underwriting tools
  • Information on our Medical Underwriting Technical Advice  Line (MUTAL).
  • Full details on our claims process.

Visit our underwriting section to find out more.

Trusts

Visit our trusts section to find out how you can help your individual clients with their financial and IHT planning.

Business Protection Trusts

If you have clients with business protection needs, take a look at our section on Business Protection Trusts.

Business Protection Tax

Visit our business protection tax section which summarises taxation issues that apply to our business protection products.

An overview of our IT Systems

If you want to find out about the systems we have to enable you to quote or apply for protection business, take a look at our IT systems section.


Need more information?

Protection sales team
0845 273 0010

Monday to Friday 9.00am to 5.00pm.

We may record and monitor calls. Call charges will vary.

 

Please send completed Trust Forms to: Trust Team, City Park,

The Droveway, Hove, East Sussex, BN3 7PY

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About our online systems and tools.