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.
Your own schemes for employees
Set up a registered scheme
- Declaration of Trusts and Rules - Staff of a Company
- Declaration of Trusts and Rules - Staff of a Company (notes)
- Declaration of Trusts and Rules - Staff of a Company named trustees
- Declaration of Trusts and Rules - Staff of a Company named trustees (notes)
- Declaration of Trusts and Rules - Staff of a LLP
- Declaration of Trusts and Rules - Staff of a LLP (notes)
- Declaration of Trusts and Rules - Staff of a Partnership
- Declaration of Trusts and Rules - Staff of a Partnership (notes)
Set up an excepted group life policy scheme
Add a participating employer
- Deed of Adherence (Including a Company in a scheme set up by a LLP)
- Deed of Adherence (Including a Company in a scheme set up by a Partnership)
- Deed of Adherence (Including a Company in a scheme set up by another Company)
- Deed of Adherence (Including a LLP in a scheme set up by another LLP)
- Deed of Adherence (Including a Partnership in a scheme set up by another Partnership)
Change the principal employer
- Deed of Amendment (Company replaces LLP as Principal Employer)
- Deed of Amendment (Company replaces Partnership as Principal Employer)
- Deed of Amendment (LLP replaces Company as Principal Employer)
- Deed of Amendment (LLP replaces Partnership as Principal Employer)
- Deed of Amendment (New Company replaces Old Company as Principal Employer)
- Deed of Amendment (New Company replaces Old Company as Principal Employer, Old Company still included)
- Deed of Amendment (New LLP replaces Old LLP as Principal Employer)
- Deed of Amendment (New Partnership replaces Old Partnership as Principal Employer)
- Deed of Amendment (Partnership replaces Company as Principal Employer)
- Deed of Amendment (Partnership replaces LLP as Principal Employer)
Change the scheme name
Assign your policy to cover the benefits of a different scheme
Replacing scheme rules
- Rules (for use with a separate declaration of trust) - Registered scheme named trustees
- Rules (for use with a separate declaration of trust) - Registered scheme staff of a Company, Partnership or LLP
- EGLP rules - for use with a separate declaration of trust - corporate trustee
- EGLP rules - for use with a separate declaration of trust - named trustees
Partners' life assurance trusts
Set up an excepted group life policy trust
Group life Mastertrust
To join or replace the principal employer
- PDF file: Mastertrust deed of participation PDF size: 91KB
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.