Business Protection Menu application form

You can use this form to apply for our Business Protection Menu plan.

PC1149C.0711 Download this item

Business Protection Menu form for multiple applications

You should complete this form when submitting multiple business protection applications. This will help us to identify linked business applications and underwrite the business as a whole.

PC1153C.0811 Download this item

Key facts of the Business Protection Menu

This booklet summarises our Business Protection Menu and the covers and options available.

PC1177C.0511 Download this item

Plan details for the Business Protection Menu

This booklet gives you all the information you need about our Business Protection Menu and the covers available. It also provides important details about keeping payments up to date, making changes to the plan and making a claim.

PC1178C.0511 Download this item

Business Protection Menu financial questionnaire

This questionnaire should be completed for business protection applications where financial underwriting limits need this.

PC1145C.0710 Download this item

Business protection trust form - England, Wales and Northern Ireland

The Business trust is specially designed to be used in shareholder or partnership protection arrangements. You should use this form if your clients live in England, Wales or Northern Ireland, and the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC1172C.0110 Download this item

Bright Grey Business trust form (Scotland)

The Business trust is specially designed to be used in shareholder or partnership protection arrangements. You should use this form if your clients live in Scotland, and the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC1173C.0810 Download this item

Relevant life policy trust and nomination form

The Relevant Life Policy Trust and Nomination forms have been specifically designed where an employer wishes to provide life cover for an employee outside of a registered group scheme (a relevant life policy). You should use the forms if the business is based in England, Wales, Northern Ireland or Scotland, the plan is owned by the employer on the life of an employee and the plan is to provide benefits to the employee's dependants in the event of his or her death. The employer completes Part 1 Relevant Life

PC1599C.0910 Download this item

Relevant Life Policy trust - deed of appointment & assignment

n/a

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1603C.0510 Download this item

A guide to selling business protection

This guide gives insight on how to meet the different needs a business may have for protection insurance, tips on how to find clients, and ideas on how to set covers up.

PC1734A.0910 Download this item

Relevant life policies toolkit

We've put all of our relevant life policy information into one handy toolkit. It should help you with every step of the relevant life sale.

PC1725A.0910

Business Protection pack

This pack contains business protection booklets and leaflets which will give you and your clients information and support on our business protection product.

PC1219A.1011

Our guide to business protection

With useful information on how to calculate and set up cover, to sample letter text for the taxman, this step-by-step technical guide will help you to protect your client's business.

PC1171A.0910 Download this item

Key person protection brochure

Often the success of a business is dependent on one or two key people, but the importance of these people can often be overlooked. This brochure highlights the benefits of taking out insurance to protect key people in business.

PC1167C.1010 Download this item

Ownership protection brochure

This brochure helps you to highlight to your clients, the importance of taking out insurance to help reduce the financial impact if a partner or shareholder were to suffer a critical illness or die.

PC1168C.1010 Download this item

Loan protection brochure

Your business is expanding and you may have to borrow to realise your future plans. But what if someone key to your business were to suffer a critical illness? This brochure explains what covers are available in our Business Protection Menu.

PC1169C.1010 Download this item

The bypass trust for business property guide

This guide explains the benefits of putting your client's share of the business into a bypass trust through their will. It also gives example wording that can be used in their will.

PC1244A.0308 Download this item

The benefits of relevant life policies booklet

This guide explains the benefits of taking out a stand-alone single life policy on the life of an employee, and gives details about the legislation that governs relevant life policies.

PC1383A.0711 Download this item

Questions to ask for business protection cover

The questions in this sales aid will help you when it comes to selling protection for the key people in the business.

PC1774A.0411 Download this item

The tax advantages of a relevant life policy

This sales aid gives an example of the effects of taxation on the true cost of providing the same net payment for an ordinary life policy taken out by the employee, compared to a relevant life policy taken out by their employer.

PC1797C.0911 Download this item

Relevant life policies - get the taxman to pay for cover sales aid

This sales aid tells you how to use a relevant life policy to provide a death in service benefit for an individual without the need to set up a registered group scheme, for your business clients.

PC1671A.0411 Download this item

Helping Hand case studies pack

This pack includes case studies from 4 Bright Grey plan owners who have benefitted from Helping Hand. Each story highlights a different aspect of the service - from physiotherapy to bereavement counselling - to show how Helping Hand can support other plan owners in their time of need.

PC1783A PACK

How Helping Hand went 'above and beyond' case study

Sharon Richmond, a 40-year-old nurse from Weymouth, was diagnosed with multiple sclerosis in 2009. This 4-page client-facing handout explains the difference Helping Hand made, and talks about the importance of critical illness cover.

PC1780C.0211

Helping Hand case study - Karen Robertson

Karen's story describes the service she received from RED ARC as part of Helping Hand, which allowed her to recover far more quickly than she would have done had she not had access to the service.

PC1437C.0311 Download this item

I used Helping Hand to recover from my stroke sales aid

Thanks to Helping Hand, Howard Tighe returned to work just 12 months after he suffered a stroke. This sales aid shows how Howard is doing 5 years on, and shows how the service can help your client's family too

PC1479C.1011 Download this item

Here's how bereavement counselling helped Laura sales aid

This sales aid explains how Helping Hand provided Laura with a bereavement counsellor to help her with her husband's sudden death. It also describes exactly how bereavement counselling through Helping Hand works.

PC1480C.0611 Download this item

Why Jo bought Income Cover for Sickness sales aid

This sales aid shows how easy it is to add an additional cover to your plan, and describes the extra practical support available from HCML to help Income Cover for Sickness plan owners get back to work.

PC1481C.0709 Download this item

Critical Illness Cover from Bright Grey

This brochure explains the recent changes to our Critical Illness Cover, including additional cover for two early forms of cancer

PC1811A.0511 Download this item

Do I really need critical illness cover? booklet

Rather than the usual '1 in 3' shock-tactic statistics that we often see, this booklet concentrates on survival. It highlights the fact that everyone needs to protect themselves against the financial impact of surviving a critical illness

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Tell me more about the illnesses you cover

This booklet gives your clients a list of the critical illnesses we cover and a clear and simple definition for each.

PC1438C.0511 Download this item

When I look at my son, I can't believe I nearly didn't buy protection

Single-mother Gill thought it would never happen to her and almost decided against buying her plan. Fortunately she added a little bit of CIC and claimed 6 months later. This sales aid tells her story.

PC1528C.0911 Download this item

A little bit of critical illness cover is better than none at all sales aid

One of the most common objections to buying critical illness cover is cost. This sales aid shows that by using our flexible menu you can add a little bit of CIC to your client's plan to meet their budget. After all, a little bt of CIC is better than none at all.

PC1548A.0111 Download this item

Helping Hand. Sharon's story DVD

In this moving 8 minute film, Sharon Richmond and her husband Jake tell in their own words the difference Helping Hand made when Sharon was diagnosed with multiple sclerosis.

PC1769A.0211

Helping Hand. Howards's story DVD

Bright Grey plan owner Howard Tighe tells his story, in his words, on this DVD version of our interview. Howard made a claim on his plan in July 2004. You might want to pass this onto your clients.

PC0774C.0406

Cover to Cover magazine

Cover to Cover is our colourful new magazine for clients. It features a variety of informative and engaging articles that promote all aspects of our Personal Protection Menu.

PC1577C.0810

Helping Hand. A better deal for you that will mean a great deal to your client - adviser pack

The pack includes a detailed guide for advisers explaining how Helping Hand can benefit their clients as well as their business. It also includes a client-facing guide to Helping Hand, and a copy of our 8 minute film Sharon's story.

PC1610A PACK

Thankfully, there's more to a Bright Grey plan than just money - client booklet

This client-facing booklet explains the valuable hands-on practical and emotional support we provide through our Helping Hand service, and includes case studies from Bright Grey plan owners.

PC1611C.0211 Download this item

Helping Hand case studies pack

This pack includes case studies from 4 Bright Grey plan owners who have benefitted from Helping Hand. Each story highlights a different aspect of the service - from physiotherapy to bereavement counselling - to show how Helping Hand can support other plan owners in their time of need.

PC1783A PACK

Here's how bereavement counselling helped Laura sales aid

This sales aid explains how Helping Hand provided Laura with a bereavement counsellor to help her with her husband's sudden death. It also describes exactly how bereavement counselling through Helping Hand works.

PC1480C.0611 Download this item

How Helping Hand went 'above and beyond' case study

Sharon Richmond, a 40-year-old nurse from Weymouth, was diagnosed with multiple sclerosis in 2009. This 4-page client-facing handout explains the difference Helping Hand made, and talks about the importance of critical illness cover.

PC1780C.0211

What does survival feel like? sales aid

This client-facing sales aid explains that Helping Hand is available as soon as the plan starts, and supports plan owners for as long as they need it.

PC1798C.0311 Download this item

Helping Hand case study - Karen Robertson

Karen's story describes the service she received from RED ARC as part of Helping Hand, which allowed her to recover far more quickly than she would have done had she not had access to the service.

PC1437C.0311 Download this item

Access to Medical Reports Act information and declaration

Access to Medical Reports Act information and declaration

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0174CM Download this item

Data Protection Act

Data Protection Act

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1428C Download this item

Declaration of health

Declaration of health

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0639A.0811 Download this item

Direct Debit form

Direct Debit form

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0239C.0810 Download this item

Our protection terms of business

Our protection terms of business

PC1806A.0511 Download this item

Little book of protection - all 7

Set of all 7 "little books of protection".

PC1511C.0809

Little book of protection - stopping smoking

You can use this little book of protection for your clients to give useful tips on how to stop smoking.

PC078C.0609 Download this item

Little book of protection - body weight

You can use this little book of protection for your clients to help with body weight issues.

PC079C.0609 Download this item

Little book of protection - cholesterol

This little book of protection will give your client information such as cholesterol levels and how to control them.

PC080C.0609 Download this item

Little book of protection - stress/relaxation

This little book of protection will give your client tips on how to deal with stress and handy relaxation ideas.

PC081C.0609 Download this item

Little book of protection - exercise/fitness

This little book of protection will give your client exercise and fitness tips.

PC082C.0609 Download this item

Little book of protection - blood pressure

This little book of protection will give your client useful blood pressure information.

PC083C.0609 Download this item

Life stages toolkit (guide, booklets and sales aids)

This pack holds the guide, booklets and sales aids, for adviser and clients at each of their life stages.

PC1638A.0410

Life stages guide - A sales tool for every stage of life

We've designed this handy little guide to show you how you can use our menu-based plan to give your clients the protection they need. We've provided 4 detailed case studies for clients who might be single, in a couple, part of a family, or divorced.

PC1583A.0410

Life stages sales aid pack

This pack includes all 4 sales aids, 'Protect your debt for a little bit extra', '63p a month to protect your debt?', 'Would you spend £6 a month to protect your children's education?' and 'Would you spend £10 a month to protect your maintenance payments?'

PC1639C.0410

Life stages booklet - Do I really need protection? (singles)

This unbranded brochure tackles the most common objections single clients have to buying protection - 'I'm too young', 'It'll never happen to me', and 'I can't afford it' - to make it easier for you to convince them that they need protection. We include a sales aid at the back that explains the affordability of debt protection.

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Life stages booklet - Do we really need protection? (couples)

We've produced this unbranded brochure for coupes to show them how protection could help if anything happened to them. It tackles the most common objections to buying protection and how little the state would provide in their time of need. It includes a sales aid on protecting their debts as well as their mortgage at the back.

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Life stages booklet - Does our family need protection?

This unbranded brochure shows how important protection is for people with children, and that it could be more affordable than they think. We include a sales aid at the back that shows how adding some family income benefit to their plan could protect their children's education.

PC1588 PACK Download this item

Life stages booklet - Do I need protection? (divorcees)

We've written this unbranded brochure for divorcees to show that whatever life throws at them, protection can make it easier. We include a sales aid at the back that shows that for a little extra each month, they could protect their maintenance payments too.

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Life stages sales aid - Protect your debt for a little bit extra (singles)

This unbranded sales aid shows your single clients that for less than a couple of pounds a month you could help them protect their debts as well as their mortgage.

PC1591C.0911 Download this item

Life stages sales aid - 57p a month to protect your debt? (couples)

Use this unbranded sales aid when you're selling protection to couples to show that you could add debt protection to their plan for just 57p a month.

PC1592C.0911 Download this item

Life stages sales aid - Would you spend £7 a month to protect your children's education? (family)

This unbranded sales aid shows your clients how affordable it could be to add some family income benefit to their plan to cover their children's education.

PC1593C.0911 Download this item

Life stages sales aid - Would you spend £10 a month to protect your maintenance payments? (divorcees)

Use this unbranded sales aid to show your divorced clients that for £10 a month you could add some family income benefit to their plan to cover their child maintenance payments

PC1594C.0911 Download this item

Welcome to Mortgage Street pack

This pack holds adviser and consumer booklets, sales aids and leaflets.

PC1714A.0810

I'd rather buy new curtains than think about life cover - A2 poster

This eye-catching A2 poster shows your clients why life cover should be higher up on their list of priorities.

PC1699A.0710

I'd rather buy new curtains than think about life cover - A4 poster

This eye-catching A4 poster shows your clients why life cover should be higher up on their list of priorities.

PC1711A.0710

Don't leave your buy-to-let investor unprotected sales aid

Aimed at first-time buyers, this booklet will help you convince your clients that they need to protect more than just their home.

PC1667A.0611 Download this item

Are the most valuable things in your home protected? booklet

This booklet is aimed at existing home owners who might be moving home, remortgaging, or downsizing after a divorce, to show them how the right protection plan can cover all their needs.

PC1661C.0811 Download this item

Is protecting your client's mortgage enough? sales aid

This sales aid shows how you can make sure your clients protect their home, and have enough money to live in it, by recommending family income benefit.

PC1668A.0611 Download this item

Protect the value of your buy-to-let investment leaflet

This sales aid is aimed at your buy-to-let clients to show them how having a little protection can prevent their families from losing out financially if the worst happens.

PC1700C.0711 Download this item

I'd rather buy new curtains than think about life cover - A2 poster

This eye-catching A2 poster shows your clients why life cover should be higher up on their list of priorities.

PC1699A.0710

I'd rather buy new curtains than think about life cover - A4 poster

This eye-catching A4 poster shows your clients why life cover should be higher up on their list of priorities.

PC1711A.0710

My insurance was cheaper because I am young - A2 poster

Display this poster on your walls to show your clients that they're never too young to buy insurance - in fact the younger they are, the cheaper it will be.

PC1601A.0210

Treating customers fairly A4 poster

Display this poster on your walls to show your clients that treating them fairly is a top priority.

PC1613A.0310 A4

Pre-sale consumer pack (folder and 2 booklets)

The pack contains 2 booklets within a folder and can be given to clients before the sale. The booklets explain why clients should buy protection from Bright Grey, and show how our Personal Protection Menu works.

PC1483C.0609

Pre-sale consumer pack - Why should I choose Bright Grey booklet

This guide explains the benefits of a Bright Grey plan, including details of our Helping Hand service.

PC1445C.0611 Download this item

Pre-sale consumer pack - what do I need to know about your protection plans booklet

A clear and simple explanation of all the covers and options available from Bright Grey.

PC1446C.0511

Business Protection Menu application form

You can use this form to apply for our Business Protection Menu plan.

PC1149C.0711 Download this item

Personal Protection Menu application form

You can use this form to apply for our Personal Protection Menu plan.

PC020C.0511 Download this item

Cross option agreement

This draft agreement deals with the purchase from a critically ill or deceased shareholder or partner of their share of the business by the other shareholders or partners (the owners)

PC0941C.0108 Download this item

Why should I choose Bright Grey for Lifestyle life or critical illness cover?

This client-facing brochure talks about Bright Grey and explains the benefits of life or critical illness cover under the Lifestyle Protection plan.

PC1803C.0311

Data capture form

Use this form to capture the information you will need from your client to use our online interactive quote and apply system.

PC1195C.0511 Download this item

Data capture form for telephone application

Use this shortened form to capture the information you will need from your client to use our online telephone application service.

PC1303C.0511 Download this item

Data capture form for Lifestyle Protection

Use this form to capture the information you'll need from your clients to apply for Life Cover or Life or Critical Illness Cover on the Lifestyle Protection plan.

PC1663C.0511 Download this item

Why should I choose Bright Grey for Lifestyle Life Cover?

This client-facing brochure talks about Bright Grey and explains the benefits of Life Cover under the Lifestyle Protection plan.

PC1702A.1111

Key facts of the Personal Protection Menu

This booklet summarises our Personal Protection Menu plan and the covers and options available.

PC0248C.0511 Download this item

Key facts of the Business Protection Menu

This booklet summarises our Business Protection Menu and the covers and options available.

PC1177C.0511 Download this item

Key facts of the Lifestyle Protection plan

This booklet summarises our Lifestyle Protection plan and the covers and options available.

PC1409C.0511 Download this item

Plan details for the Personal Protection Menu

This booklet gives you all the information you need about our Personal Protection Menu plan and the covers available. It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PC021C.0511 Download this item

Plan details for the Business Protection Menu

This booklet gives you all the information you need about our Business Protection Menu and the covers available. It also provides important details about keeping payments up to date, making changes to the plan and making a claim.

PC1178C.0511 Download this item

Armed forces questionnaire

Armed forces questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0545C Download this item

Aviation questionnaire

Aviation questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0534C Download this item

Caving and potholing questionnaire

Caving and potholing questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0535CM Download this item

Hang-gliding questionnaire

Hang-gliding questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0536CM Download this item

Mining and tunnelling questionnaire

Mining and tunnelling questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0537CM Download this item

Motor sports questionnaire

Motor sports questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0538C Download this item

Mountaineering and rock climbing questionnaire

Mountaineering and rock climbing questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0539CM Download this item

Offshore fishing questionnaire

Offshore fishing questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0540CM Download this item

Parachuting questionnaire

Parachuting questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0541C Download this item

Service aviation questionnaire

Service aviation questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0542CM Download this item

Sports diving questionnaire

Sports diving questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0543C Download this item

Working offshore questionnaire

Working offshore questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0544CM Download this item

Yachting questionnaire

Yachting questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0656C.0206 Download this item

Business Protection Menu financial questionnaire

Business Protection Menu financial questionnaire

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1145C.0710 Download this item

Questions to ask for business protection cover

The questions in this sales aid will help you when it comes to selling protection for the key people in the business.

PC1774A.0411 Download this item

The tax advantages of a relevant life policy

This sales aid gives an example of the effects of taxation on the true cost of providing the same net payment for an ordinary life policy taken out by the employee, compared to a relevant life policy taken out by their employer.

PC1797C.0911 Download this item

Relevant life policies - get the taxman to pay for cover sales aid

This sales aid tells you how to use a relevant life policy to provide a death in service benefit for an individual without the need to set up a registered group scheme, for your business clients.

PC1671A.0411 Download this item

Bright Grey pays 96% of life claims made in the first 6 months of 2011 sales aid

We're delighted to issue our latest statistics for the first 6 months of 2011. This sales aid gives a full breakdown of both our life and critical illness claims statistics.

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1853A.0811 Download this item

Critical Illness Cover from Bright Grey

This brochure explains the recent changes to our Critical Illness Cover, including additional cover for two early forms of cancer

PC1811A.0511 Download this item

A little bit of critical illness cover is better than none at all sales aid

One of the most common objections to buying critical illness cover is cost. This sales aid shows that by using our flexible menu you can add a little bit of CIC to your client's plan to meet their budget. After all, a little bt of CIC is better than none at all.

PC1548A.0111 Download this item

Your advice can help protect your clients maintenance payments sales aid

Many couples won't have thought about what would happen to their childrens' maintenance payments if the worst were to happen. Family Income Benefit offers a cost-effective solution. This sales aid explains how.

PC1160A.0611 Download this item

Helping Hand case studies pack

This pack includes case studies from 4 Bright Grey plan owners who have benefitted from Helping Hand. Each story highlights a different aspect of the service - from physiotherapy to bereavement counselling - to show how Helping Hand can support other plan owners in their time of need.

PC1783A PACK

Helping Hand. A better deal for you that will mean a great deal to your client - adviser pack

The pack includes a detailed guide for advisers explaining how Helping Hand can benefit their clients as well as their business. It also includes a client-facing guide to Helping Hand, and a copy of our 8 minute film Sharon's story.

PC1610A PACK

A combined approach

A combined approach

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1171A Download this item

Business protection cover calculator

Business protection cover calculator

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1478A Download this item

Business protection process

Business protection process

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1180A Download this item

key person and loan protection

key person and loan protection

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1171A Download this item

Ownership protection

Ownership protection

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1171A Download this item

Taxation

Taxation

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1171A Download this item

Let the taxman help pay for your life cover sales aid

This sales aid highlights the benefits your client could receive from the taxman around life assurance

PC1670C.0411 Download this item

When I look at my son, I can't believe I nearly didn't buy protection

Single-mother Gill thought it would never happen to her and almost decided against buying her plan. Fortunately she added a little bit of CIC and claimed 6 months later. This sales aid tells her story.

PC1528C.0911 Download this item

Protection? I can't afford it, life costs enough sales aid pad

You can use this interactive sales aid - which comes as an A4 desk pad - with your clients to show them how they can afford protection - for little more than the price of few occasional treats.

PC1472C.1110 Download this item

Bright Grey - Protection? No need, the state will look after us sales aid pad

This interactive sales aid - which comes as an A4 desk pad - allows you to show your clients what the shortfall would be between their monthly outgoings and state benefits if they were to become seriously ill.

PC1473C.0411 Download this item

Why Jo bought Income Cover for Sickness sales aid

This sales aid shows how easy it is to add an additional cover to your plan, and describes the extra practical support available from HCML to help Income Cover for Sickness plan owners get back to work.

PC1481C.0709 Download this item

Protection? I already have insurance. I don't need anymore! sales aid pad

Your client might insure their mobile, their boiler and even their pet. But what about them? This unbranded sales aid - which comes as an A4 tear-off desk pad - puts the cost and value of personal protection into perspective.

PC1547C.0610 Download this item

Helping Hand. Howards's story DVD

Bright Grey plan owner Howard Tighe tells his story, in his words, on this DVD version of our interview. Howard made a claim on his plan in July 2004. You might want to pass this onto your clients.

PC0774C.0406

Helping Hand. Sharon's story DVD

In this moving 8 minute film, Sharon Richmond and her husband Jake tell in their own words the difference Helping Hand made when Sharon was diagnosed with multiple sclerosis.

PC1769A.0211

How Helping Hand went 'above and beyond' case study

Sharon Richmond, a 40-year-old nurse from Weymouth, was diagnosed with multiple sclerosis in 2009. This 4-page client-facing handout explains the difference Helping Hand made, and talks about the importance of critical illness cover.

PC1780C.0211

Thankfully, there's more to a Bright Grey plan than just money - client booklet

This client-facing booklet explains the valuable hands-on practical and emotional support we provide through our Helping Hand service, and includes case studies from Bright Grey plan owners.

PC1611C.0211 Download this item

What does survival feel like? sales aid

This client-facing sales aid explains that Helping Hand is available as soon as the plan starts, and supports plan owners for as long as they need it.

PC1798C.0311 Download this item

Helping Hand case study - Karen Robertson

Karen's story describes the service she received from RED ARC as part of Helping Hand, which allowed her to recover far more quickly than she would have done had she not had access to the service.

PC1437C.0311 Download this item

I used Helping Hand to recover from my stroke sales aid

Thanks to Helping Hand, Howard Tighe returned to work just 12 months after he suffered a stroke. This sales aid shows how Howard is doing 5 years on, and shows how the service can help your client's family too

PC1479C.1011 Download this item

The rules of intestacy - England and Wales sales aid

You can use this easy-to-follow flowchart in face-to-face meetings with your clients to show them what would happen to their estate if they died without leaving a will.

PC1415A.0510 Download this item

The rules of intestacy - Northern Ireland sales aid

You can use this easy-to-follow flowchart in face-to-face meetings with your clients to show them what would happen to their estate if they died without leaving a will.

PC1628A.1010 Download this item

The rules of intestacy - Scotland sales aid

You can use this easy-to-follow flowchart in face-to-face meetings with your clients to show them what would happen to their estate if they died without leaving a will.

PC1645A.0510 Download this item

Parental responsibility flowchart England and Wales sales aid

This flowchart helps to show when a father might not have automatic parental responsibility if his unmarried partner dies, for England and Wales.

PC1775A.0711 Download this item

Parental responsibility flowchart Northern Ireland sales aid

This flowchart helps to show when a father might not have automatic parental responsibility if his unmarried partner dies, for Northern Ireland.

PC1776A.0711 Download this item

Parental responsibility flowchart Scotland sales aid

This flowchart helps to show when a father might not have automatic parental responsibility if his unmarried partner dies, for Scotland.

PC1777A.0711 Download this item

Your advice can help a family protect more than their financial future sales aid

This sales aid explains why it's important to talk to your clients about appointing a legal guardian for their children.

PC1778A.0711 Download this item

Trust toolkit pack

The Trust Toolkit shows you all the benefits of trusts, from putting your clients' plans in trust to completing the right form. We've also included approach and re-approach letters, consumer leaflets and guides for you and your clients.

PC1423A.0209

Relevant life policy trust and nomination form

The Relevant Life Policy Trust and Nomination forms have been specifically designed where an employer wishes to provide life cover for an employee outside of a registered group scheme (a relevant life policy). You should use the forms if the business is based in England, Wales, Northern Ireland or Scotland, the plan is owned by the employer on the life of an employee and the plan is to provide benefits to the employee's dependants in the event of his or her death. The employer completes Part 1 Relevant Life

PC1599C.0910 Download this item

Relevant Life Policy trust - deed of appointment & assignment

n/a

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1603C.0510 Download this item

Business protection trust form - England, Wales and Northern Ireland

The Business trust is specially designed to be used in shareholder or partnership protection arrangements. You should use this form if your clients live in England, Wales or Northern Ireland, and the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC1172C.0110 Download this item

Bright Grey Business trust form (Scotland)

The Business trust is specially designed to be used in shareholder or partnership protection arrangements. You should use this form if your clients live in Scotland, and the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC1173C.0810 Download this item

Bright Grey split trust +30 form - England, Wales and Northern Ireland

The +30 forms include an extra clause which makes them more suitable for jointly owned plans where the clients want the gifted benefits to be paid to the survivor if one of them dies.

PC0251C.0511 Download this item

Bright Grey split trust +30 - Scotland

The +30 forms include an extra clause which makes them more suitable for jointly owned plans where the clients want the gifted benefits to be paid to the survivor if one of them dies. You should use this form if your clients live in Scotland and the plan is owned jointly by 2 people and they do want the survivor of them to be able to receive the gifted benefits if one of them dies.

PC0317C.0810 Download this item

Bright Grey split trust form- England, Wales and Northern Ireland

You should use this form if your clients live in England, Wales or Northern Ireland, and if the plan is owned by one person only, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC040C.0810 Download this item

Bright Grey split trust - Scotland

You should use this form if your clients live in Scotland and if the plan is owned by only one person, or the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.

PC047C.0810 Download this item

Our guide to being a trustee

We've created this guide for you to pass to new trustees to make sure they fully understand their role in the trust.

PC1579A.0210 Download this item

Our guide to trusts

This guide goes into detail about trusts, how to use them and which form you should use when. It also has a section on how to complete our trust forms, and includes an appendix which gives you full information on who will benefit from the trust depending on how it has been set up.

PC1578A.0511 Download this item

How to complete the Bright Grey split trust and split trust +30 forms

This is a short booklet that gives you instructions on how to complete the Bright Grey trust form along with information on how to make sure you choose the right form.

PC1580A.0210 Download this item

How to complete the Bright Grey Business Trust form

This booklet will help you to complete our Business Trust form.

PC0940A.1108

Consumer trust leaflet

You can hand this to your clients to help them understand the benefits of putting their plan in trust.

PC0479C.0311 Download this item

Adding a gifted benefit

Adding a gifted benefit

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC183CM Download this item

Adding discretionary beneficiaries

Adding discretionary beneficiaries

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PC182CM Download this item

Deed of appointment & retirement of trustees

Deed of appointment & retirement of trustees

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0341CM Download this item

Deed of appointment & retirement of trustees (voluntary)

Deed of appointment & retirement of trustees (voluntary)

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0344CM Download this item

Deed of appointment of trustees

Deed of appointment of trustees

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0342CM Download this item

Deed of appointment to benefit

Deed of appointment to benefit

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0361CM Download this item

Deed of appointment to benefit (absolute)

Deed of appointment to benefit (absolute)

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0360CM Download this item

Deed of appointment to benefit (absolute) - for use with Relevant Life Policy trust

Deed of appointment to benefit (absolute) - for use with Relevant Life Policy trust

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1604C Download this item

Deed of appointment to benefit (absolute) - for use with the Split trust, Split trust +30 or Business trust

Deed of appointment to benefit (absolute) - for use with the Split trust, Split trust +30 or Business trust

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC1605C Download this item

Deed of assignment

Deed of assignment

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0337C Download this item

Deed of retirement of trustees

Deed of retirement of trustees

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0340CM Download this item

Deed of retirement of trustees (voluntary)

Deed of retirement of trustees (voluntary)

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0343CM Download this item

Sample letter of wishes

Sample letter of wishes

This item is not available to order. If you require a printed copy please email marketing@brightgrey.com

PC0338CM Download this item