Life Technical specialize in complex queries concerning taxation, trusts, assignments, bankruptcies and powers of attorney in relation to protection products (including business protection). We also act as technical consultants on projects and campaigns as well as writing/signing off relevant material. We are happy to speak to advisers, paraplanners, accountants and solicitors. However, we are unable to deal with policyholders directly.
To contact Life Technical, please click here.
For pre-sales underwriting queries (including residency issues), please contact the Medical Underwriting Technical Advice Line on 0370 3333 699.
For help with taxation and trusts on wealth products (including bonds), please click here.
Need help filling in a trust or want to request a paper copy of a trust or deed of assignment call:
0370 010 4080
Monday to Friday 9.00am to 5.00pm.
We may record and monitor calls. Call charges will vary.