Set up and manage a scheme

Specimen documents for your client' group life assurance scheme

We provide specimen trusts and rules that your client can use to set up their own group life assurance scheme. We also provide specimen deeds to help your client keep these trust rules up to date.

Read our PDF file: Group life assurance guide to trust, deeds and rules PDF size: 222KB  to find out about our specimen documents in more detail.

Your client should talk to their legal adviser before signing a document to make sure their needs are met. Our specimen documents are in an editable format.

Choose from the frequently downloaded documents below. Call or email us if you can't find the document you need.

Your client’s own scheme for employees

Change the principal employer

Deed of Amendment (Company replaces LLP as Principal Employer)   DOC: 44KB

Deed of Amendment (Company replaces Partnership as Principal Employer)   DOC: 47KB

Deed of Amendment (LLP replaces Company as Principal Employer)   DOC: 43KB

Deed of Amendment (LLP replaces Partnership as Principal Employer)   DOC: 47KB

Deed of Amendment (New Company replaces Old Company as Principal Employer)  DOC: 42KB

Deed of Amendment (New Company replaces Old Company as Principal Employer, Old Company still included)   DOC: 42KB

Deed of Amendment (New LLP replaces Old LLP as Principal Employer)   DOC: 43KB

Deed of Amendment (New Partnership replaces Old Partnership as Principal Employer)  DOC: 49KB

Deed of Amendment (Partnership replaces Company as Principal Employer)  DOC: 47KB

Deed of Amendment (Partnership replaces LLP as Principal Employer)   DOC: 47KB

Partners' life assurance trusts

Group Life Mastertrust

To join or replace the principal employer

Tell us about scheme changes

Remember to keep the policy up-to-date and tell us about scheme changes. Use our PDF file: Group protection change of policyholder form PDF size: 6.4MB to tell us if:

  • the principal employer changes;
  • the trustees change;
  • the policy is assigned to a different scheme; or
  • you want to join or leave our Group Life Mastertrust.