Set up and manage your scheme
Specimen documents for your group life assurance scheme.
We provide specimen trusts and rules that you can use to set up your own group life assurance scheme. We also provide specimen deeds to help you keep these trust rules up to date.
Read our Customer Guide to Trusts, Deeds and Rules (PDF: 175KB) to find out about our specimen documents in more detail.
Talk to your legal adviser before signing a document to make sure your 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.
Set up a registered scheme
Set up an excepted group life policy scheme
Add a participating employer
Change the principal employer
Change the scheme name
Assign your policy to cover the benefits of a different scheme
Replacing scheme rules
Set up an excepted group life policy trust
Set up a business protection trust
To join or replace the principal employer
Tell us about your scheme changes
Remember to keep your 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.