We have developed a full suite of support materials to help you at every stage of the advice process. To view these items please click on the links below.

To order printed copies, please call us on 0345 273 0010, Monday to Friday 9.00am to 5.00pm.

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

 Relevant Life Plan

Relevant Life Plan Lead Generation Letter (Q34862) 

PDF file: Relevant Life Plan sales aid (Q33189) PDF size: 211KB  

 

PDF file: Relevant Life Plan - Top 10 Facts (Q46450) PDF size: 97KB  

PDF file: Relevant Life Plan Full Application Form (W13545) PDF size: 502KB  

PDF file: Relevant Life Plan Key Features Document (W13546) PDF size: 74KB  

PDF file: Relevant Life Plan (RLP) Technical Guide (W13965) PDF size: 271KB  

PDF file: Protection - Deed of Appointment and Retirement of Trustees for RLP only (W13818) PDF size: 94KB  

PDF file: Relevant Life Plan Trust Deed (W13547) PDF size: 106KB  

PDF file: Relevant Life Nomination Form (W13548) PDF size: 72KB  

Business Protection Sales Support

PDF file: Business Protection - A Plan for Every Business (W13591) PDF size: 108KB  

PDF file: Let’s talk business protection PDF size: 109KB  

PDF file: Business Protection - Customer Guide (Q58027) PDF size: 423KB  

PDF file: Business Protection - Business Protection in Brief (Q53600i) PDF size: 152KB  

PDF file: Business Protection - State of the Nation's SMEs report (W13220) PDF size: 515KB  

 

PDF file: Business Protection Research Infographic - Client (Q41457) PDF size: 61KB  

PDF file: Business Protection - Business Risk Questionnaire (Q45291) PDF size: 111KB   

  PDF file: Inheritance Tax Planning Solutions (Q52892) PDF size: 33KB

PDF file: Business Protection - Technical Guide - Premium Equalisation (Q50702) PDF size: 90KB  

PDF file: Business Assurance Questionnaire (W1844) PDF size: 77KB  

Business Protection Sample Customer Letter (Q10873) 

Business Protection Key Person sample letter (Q13140) 

Business Protection Sample Customer Letter (Q10873) 

Business Protection Key Person sample letter (Q13140) 

Business Protection Partner Share sample letter (Q13137)

Business Protection Share Purchase protection sample letter (Q23009)

Business Protection - Creditors/Debtors sample letter (Q23008)  

Business Protection Professional connections sample letter (Q23007) 

PDF file: HMRC Sample Letter for Companies - tax position on Key Person Policy PDF size: 27KB  

Our Service

PDF file: Priority Protection - Price Beater Flyer (Q28987) PDF size: 542KB  

PDF file: Priority Protection - Adviser Guide (W13214) PDF size: 787KB

Product Literature

  PDF file: OLP Connect Data Application Form for Business Protection (W13430) PDF size: 998KB  

PDF file: Business Life Insurance with optional Critical Illness Cover Policy Summary (QGI12847) PDF size: 1.6MB  

Trusts and Technical Material

PDF file: Protection - LLP Share Protection Trust (W13223) PDF size: 552KB  

PDF file: Protection - Guide to Key Person Protection (W13226) PDF size: 113KB  

PDF file: Protection - Partnership Protection Trust (W13225) PDF size: 553KB  

PDF file: Protection - LLP Cross Option Agreements (W13230) PDF size: 542KB  

PDF file: Protection - Director's Share Protection trust (W13227) PDF size: 554KB  

PDF file: Protection - Shareholder's Cross Option Agreement (W13232) PDF size: 625KB  

PDF file: Protection - Director's Share Protection trust (W13227) PDF size: 554KB  

PDF file: Protection - Shareholder's Cross Option Agreement (W13232) PDF size: 625KB  

PDF file: Protection - Company Share Buy Back Guide (W13233) PDF size: 94KB  

PDF file: Protection - Guide to Share Protection (W13813) PDF size: 489KB  

PDF file: Inheritance Tax Planning Solutions (Q52892) PDF size: 33KB  

Terms & Conditions

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.