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Contact Us - Trusts

To help us verify your identity and understand your request, please complete the form in full.

This may take up to 5 minutes.

Once completed, we'll confirm your request and any next steps within the next 2-5 working days.

 

Please provide as much detail as possible about your query in the 'Your Message' box below.

 

Please provide as much detail as possible about your query in the 'Your Message' box below.

 

Please provide as much detail as possible about your query in the 'Your Message' box below.

 

Please provide as much detail as possible about your query in the 'Your Message' box below.

 

You can add a Trust to most policies.

Setting up a trust means that you (the settlor) give your policy to the trustees who then legally own your policy and look after it for the benefit of your beneficiaries.

We offer different types of trusts to suit different needs.

For advice we recommend speaking to your financial adviser.

Our Trust Hub below has all the information you need when placing your plan in Trust.

 

Assigning your policy to a Bank or Lender

If you wish to assign your policy, please speak to your bank or lender.

They will normally provide a Deed of Assignment template and guide you through completing it.

Once the Deed of Assignment has been completed and signed by all required parties, please send the document to us. We will then review the information and update our records if appropriate.

 

Removing a Bank or Lender assignment

If you would like to take back ownership of your policy from a bank or lender, please arrange for them to provide us directly with appropriate documentation confirming that they no longer have an interest in the policy.

Once received, we will review the documentation and update our records where appropriate.

 

Removing the interest of an Insolvency Practitioner

If an insolvency practitioner currently has an interest in your policy and you would like this to be removed, please arrange for them to provide us directly with appropriate confirmation or supporting evidence that they no longer have an interest in the policy. 

Once received, we will review the information and update our records where appropriate.

 

About you

About You

About You

About You

This should begin with a '0' and be 10 digits
This should begin with a '0' and be 10 digits
This should begin with a '0' and be 10 digits
This should begin with a '0' and be 10 digits

Please provide the address we currently hold on our records.

 

Please provide the address we currently hold on our records.

 

Please provide the address we currently hold on our records.

 

Please provide the address we currently hold on our records.

 

Is this your current address? this field is required
Is this your current address? this field is required
Is this your current address? this field is required
Is this your current address? this field is required

Amend your Trust

What would you like to do? (select all that apply) this field is required

Please provide details of the amendment you are looking to make in the 'Your Message' box below.

 

How would you like to receive the copy of your trust? this field is required
What is the reason for removing the Business Share Protection from your policy? this field is required

Direct Debit details

Please enter your preferred premium collection date. Enter a value between 1 and 31.
 
Please note that if you select a date that does not appear at the end of every month, for example the 31st, on those months with less than 31 days, your premium will be collected on the 1st of the following month.
 
Should your preferred collection date fall on a non working day, for example a bank holiday or weekend day, your premium will be collected on the next working day.

 

Premium Payer Declaration this field is required

Your Message

Your Message

Your Message

Your Message

If you'd like to add any documents to support your query, please do so here.

TIP: If you're using a device with a camera, such as a smart phone, you can take or upload a photo of the document instantly.

 

If you'd like to add any documents to support your query, please do so here.
 
TIP: If you're using a device with a camera, such as a smart phone, you can take or upload a photo of the document instantly.

If you'd like to add any documents to support your query, please do so here.
 
TIP: If you're using a device with a camera, such as a smart phone, you can take or upload a photo of the document instantly.

If you'd like to add any documents to support your query, please do so here.
 
TIP: If you're using a device with a camera, such as a smart phone, you can take or upload a photo of the document instantly.

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