Adviser Centre

Personal Protection Trust Forms.

We offer three different types of trusts for family protection and estate planning. These are:

  • Discretionary trust
  • Flexible trust
  • Absolute trust

See this Trust Overview (PDF - 216KB) for information on the differences between these trusts.

All our trusts:

  • Can be used for either existing or new policies.
  • Can be used as a split or as a non split trust.
  • Have an accompanying completion guide with an example completed form for guidance.
  • Have margin notes on the forms themselves to help with completion.

For our literature, including trust forms please click here.


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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