All the literature you need

This is where you'll find all of our literature. We've given you the choice of ordering or downloading material. So, you can print it out yourself, or just have a look before you order copies. Just make your selection below and fill out the form. If we receive your order before 1pm we'll send your literature out the same day.

If you're having problems downloading literature or if your order is urgent, please email us at protectionmarketing@royallondon.com


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New things

2021 Claims paid snapshot

2021 Claims paid snapshot

Our claims snapshot gives you a quick overview of our 2021 protection claims statistics.

SAP8W0004 Download

2021 claims report for consumers

2021 claims report for consumers

This guide gives your customers a breakdown of our claims paid in 2021 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

SAP8P10016 Download

Beneficiary Nomination sales aid

Beneficiary Nomination sales aid

This sales aid will help explain beneficiary nomination to your client and how it works with their Life cover.

SAP8PD0034 Download

Conversation starter infographic

Conversation starter infographic

This infographic helps you initiate the protection conversation by breaking the process down into three simple stages.

IP8ON0001 Download

Cover now, Underwrite Later

Cover now, Underwrite Later

Our Underwrite Later option means cover can be applied straightaway whilst we go through the main underwriting process – giving your clients peace of mind they’re protected from day one.

SAP8P10038 Download

Explaining the need to index

Explaining the need to index

Choosing level cover isn’t always the best option. Because the cost of living increases over time. This sales aid explains that to get proper value for money for your client, you need to consider indexation.

SAP8P10039 Download

How to use a Business Menu Plan

How to use a Business Menu Plan

This sales aid shows how you can mix and match a range of covers and benefits to tailor a menu plan that suits your business needs and budget.

SAP8PD0029 Download

Inheritance tax planning using regular premium protection plans

Inheritance tax planning using regular premium protection plans

This adviser booklet gives you a simple guide to Inheritance Tax Planning and how to cover the estate’s IHT liability on death with a Royal London plan.

SAP8P10037 Download

Insuring the uninsurable

Insuring the uninsurable

This sales aid looks at how we can help when your clients require joint life second death cover, but one of them isn't accepted.

SAP8PD0035 Download

Underwrite Later guide and declaration form

Underwrite Later guide and declaration form

Use this form when you have completed an application without choosing the Underwrite Later option.

APPP8PD0002 Download

Personal Menu Plan

Application forms

Personal Menu Plan application form

Personal Menu Plan application form

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

P1A0023 Download

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Critical illness

Critical Illness at a glance

Critical Illness at a glance

A spotlight on our comprehensive Critical Illness Cover helping you to easily see the features and benefits of our cover.

SAP8P10029 Download

How our definitions compare in the market sales aid

How our definitions compare in the market sales aid

This sales aid shows how our critical illness cover compares with other similar plans in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

P0002L0000287 Download

Tailored Children's Critical Illness Cover

Tailored Children's Critical Illness Cover

This sales aid compares the features and benefits of our Children's Critical Illness Cover options.

SAP8P10023 Download

Data capture forms

Data capture form for telephone application

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.

P9B0022 Download

Personal Menu Plan data capture form

Personal Menu Plan 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.

P9B0021 Download

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Forms

Declaration of health

Declaration of health

Declaration of health

P9B0006 Download

Additional health questions

Additional health questions

Additional health questions

AP8P10004 Download

General

All you need to know about our protection plans

All you need to know about our protection plans

This booklet shows why it's important to buy protection and includes a slot on the back cover for advisers to insert their own business card.

P9B0064 Download

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Explaining the need to index

Explaining the need to index

Choosing level cover isn’t always the best option. Because the cost of living increases over time. This sales aid explains that to get proper value for money for your client, you need to consider indexation.

SAP8P10039 Download

Free Cover claim leaflet

Free Cover claim leaflet

This client facing leaflet shows the value of Free Cover through case studies and claims paid.

LP8PD0003 Download

Free Cover leaflet

Free Cover leaflet

Free Cover leaflet

LP8PD0004 Download

Key facts

Key facts of our Personal  Menu Plan

Key facts of our Personal Menu Plan

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

44KF0892 Download

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Plan details

Plan details for the Personal Menu Plan Critical Illness Cover

Plan details for the Personal Menu Plan Critical Illness Cover

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

PCP8P10008 Download

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Plan details for the Personal Menu Plan Income Protection

Plan details for the Personal Menu Plan Income Protection

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

PCP8P10012 Download

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Plan details for the Personal Menu Plan Life Cover

Plan details for the Personal Menu Plan Life Cover

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

PCP8P10004 Download

orOrder copies:
Plan details for the Personal Menu Plan Life or Critical Illness Cover

Plan details for the Personal Menu Plan Life or Critical Illness Cover

This booklet gives you all the information you need about our Personal Menu Plan Life or Critical Illness Cover. It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PCP8P10010 Download

orOrder copies:
Plan details for the Personal Menu Plan Waiver of Premium (Sickness)

Plan details for the Personal Menu Plan Waiver of Premium (Sickness)

This booklet gives you all the information you need about our Personal Menu Plan Waiver of Premium (Sickness). It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PCP8P10016 Download

orOrder copies:

Sales aids

Beneficiary Nomination sales aid

Beneficiary Nomination sales aid

This sales aid will help explain beneficiary nomination to your client and how it works with their Life cover.

SAP8PD0034 Download

Building value through a menu plan

Building value through a menu plan

This sales aid looks at the menu plan and how it can help build value for your clients, by combining a range of benefits and options to protect them against the financial consequences of some potential risks. Plus, how it can help build value for an adviser’s business by focusing on the 4 Rs – risk, revenue, retention and reputation.

SAP8PD0030 Download

orOrder copies:
Cracking Good Cover

Cracking Good Cover

A clear and simple explanation of all the covers and options available from Royal London.

P9B0098 Download

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Family income benefit – a cost-effective alternative to providing cover for your clients

Family income benefit – a cost-effective alternative to providing cover for your clients

This sales aid looks in detail at the family income benefit and how this benefit could be a cost-effective alternative to lump-sum protection.

SAP8PD0032 Download

How the menu approach to protection can benefit your business sales aid

How the menu approach to protection can benefit your business sales aid

Using a menu approach to protection, not only enables you can tailor valuable cover to the individual needs and budgets of your clients. But it can also benefit your own business, specifically when considering risk, revenue, retention and reputation – the 4 R’s. This sales aid looks at each of these elements in more detail to show how the Menu Plan how can help and support you, as well as your own client’s.

SAP8P10035 Download

orOrder copies:
Personal Menu Plan - our covers and options at a glance sales aid

Personal Menu Plan - our covers and options at a glance sales aid

An A-Z of our Personal Menu Plan.

GP8P10007 Download

Pre-sale consumer pack - an introduction to Royal London

Pre-sale consumer pack - an introduction to Royal London

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 Royal London, and shows how our Personal Menu Plan works.

P1F0127

The benefits of using a menu plan

The benefits of using a menu plan

This sales aid shows you how you can mix and match a range of covers and benefits to tailor a menu plan that suits your clients’ individual needs and budgets.

SAP8PD0012 Download

orOrder copies:
The strength of our cover

The strength of our cover

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

P9B0057 Download

NEW
Whatever your taste

Whatever your taste

Whatever your taste

SAP8PD0031 Download

Technical forms

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

P9B0053 Download

Income protection

Income Protection for NHS medical professionals sales aid

Income Protection for NHS medical professionals sales aid

This client-facing sales aid helps you to explain the features and benefits of our tailored Income Protection for doctors, surgeons, nurses, dentists, midwives and other medical professionals on the same NHS pay structure.

BRP8P10007 Download

The need for income protection sales aid

The need for income protection sales aid

This client-facing sales aid helps you to highlight the need for, and benefits of, income protection

P1L0247 Download

Why choose us for income protection

Why choose us for income protection

This sales aid outlines the benefits and features of our Income Protection product to help with your client conversations.

SAP8P10030 Download

orOrder copies:

Business Menu Plan

Application forms

Business Menu Plan application form

Business Menu Plan application form

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

P2B0009 Download

orOrder copies:

Data capture forms

Business Menu Plan data capture form

Business Menu Plan 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.

P9B0298 Download

orOrder copies:

Forms

Additional health questions

Additional health questions

Additional health questions

AP8P10004 Download

Declaration of health

Declaration of health

Declaration of health

P9B0006 Download

General

Cover now, Underwrite Later

Cover now, Underwrite Later

Our Underwrite Later option means cover can be applied straightaway whilst we go through the main underwriting process – giving your clients peace of mind they’re protected from day one.

SAP8P10038 Download

Free Cover claim leaflet

Free Cover claim leaflet

This client facing leaflet shows the value of Free Cover through case studies and claims paid.

LP8PD0003 Download

Free Cover leaflet

Free Cover leaflet

Free Cover leaflet

LP8PD0004 Download

Technical guide for business protection

Technical guide for business protection

This guide highlights the areas businesses need to protect and takes you through what you need to know when advising clients about the importance of having adequate business protection in place.

GP8P10003 Download

Underwrite Later guide and declaration form

Underwrite Later guide and declaration form

Use this form when you have completed an application without choosing the Underwrite Later option.

APPP8PD0002 Download

Key facts

Key facts of our Business  Menu Plan

Key facts of our Business Menu Plan

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

44KF0921 Download

orOrder copies:

Plan details

Plan details for the Business Menu Plan Critical Illness Cover

Plan details for the Business Menu Plan Critical Illness Cover

This booklet gives you all the information you need about our Business Menu Plan Critical Illness Cover. It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PCP8P10009 Download

orOrder copies:
Plan details for the Business Menu Plan Income Protection

Plan details for the Business Menu Plan Income Protection

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

PCP8P10013 Download

orOrder copies:
Plan details for the Business Menu Plan Key Person Income Protection

Plan details for the Business Menu Plan Key Person Income Protection

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

PCP8P10014 Download

orOrder copies:
Plan details for the Business Menu Plan Life Cover

Plan details for the Business Menu Plan Life Cover

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

PCP8P10005 Download

orOrder copies:
Plan details for the Business Menu Plan Life or Critical Illness Cover

Plan details for the Business Menu Plan Life or Critical Illness Cover

This booklet gives you all the information you need about our Business Menu Plan Life or Critical Illness Cover. It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PCP8P10011 Download

orOrder copies:
Plan details for the Business Menu Plan Waiver of Premium (Sickness)

Plan details for the Business Menu Plan Waiver of Premium (Sickness)

This booklet gives you all the information you need about our Business Menu Plan Waiver of Premium (Sickness). It also provides important information about keeping payments up to date, making changes to the plan and making a claim.

PCP8P10017 Download

orOrder copies:

Sales aids

Business Menu Plan - our covers and options at a glance sales aid

Business Menu Plan - our covers and options at a glance sales aid

An A-Z of our Business Menu Plan.

P9B0090 Download

Business protection - your new business opportunity sales aid

Business protection - your new business opportunity sales aid

How to get started, knowing who to approach, what a typical business protection client looks like, questions to ask your client and practical help and support.

P2B0037 Download

orOrder copies:
Business Protection pack

Business Protection pack

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

P9PK0585 PACK

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Helping Hand takes care of people, so you can take care of business

Helping Hand takes care of people, so you can take care of business

This client-facing sales aid explains the valuable practical support our Helping Hand service can provide for business owners who lose a key member of staff.

SAP8P10015 Download

How to use a Business Menu Plan

How to use a Business Menu Plan

This sales aid shows how you can mix and match a range of covers and benefits to tailor a menu plan that suits your business needs and budget.

SAP8PD0029 Download

Own Life in trust and company share purchase - a comparison

Own Life in trust and company share purchase - a comparison

Own Life in trust and company share purchase - a comparison

P8B0084 Download

Questions to ask for business protection cover

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.

P2B0034 Download

orOrder copies:
Why choose us for business protection

Why choose us for business protection

This sales aid outlines the key solutions of business protection and can be used to support your client conversations for this type of cover.

SAP8PD0028 Download

orOrder copies:

Technical forms

Business Menu Plan financial questionnaire

Business Menu Plan financial questionnaire

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

P2B0012 Download

Business Menu Plan form for multiple applications

Business Menu Plan 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.

P2B0006 Download

Business Protection Fact find

Business Protection Fact find

Business Protection Fact find

44A0917 Download

Relevant Life Plan

Application forms

Relevant Life Plan application form

Relevant Life Plan application form

You can use this form to apply for our Relevant Life Plan.

P9A0030 Download

orOrder copies:

Data capture forms

Relevant Life Plan data capture form

Relevant Life Plan 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.

P9A0297 Download

orOrder copies:

Forms

Declaration of health

Declaration of health

Declaration of health

P9B0006 Download

General

Cover now, Underwrite Later

Cover now, Underwrite Later

Our Underwrite Later option means cover can be applied straightaway whilst we go through the main underwriting process – giving your clients peace of mind they’re protected from day one.

SAP8P10038 Download

Free Cover claim leaflet

Free Cover claim leaflet

This client facing leaflet shows the value of Free Cover through case studies and claims paid.

LP8PD0003 Download

Free Cover leaflet

Free Cover leaflet

Free Cover leaflet

LP8PD0004 Download

Underwrite Later guide and declaration form

Underwrite Later guide and declaration form

Use this form when you have completed an application without choosing the Underwrite Later option.

APPP8PD0002 Download

Key facts

Key facts of our Relevant Life Plan

Key facts of our Relevant Life Plan

This booklet summarises our Relevant Life Plan and the covers and options available.

44KF0922 Download

orOrder copies:

Plan details

Plan details for the Relevant Life Plan

Plan details for the Relevant Life Plan

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

C03G0003 Download

orOrder copies:

Promotional booklets

A guide to relevant life plans

A guide to relevant life plans

With useful information such as the advantages of relevant life, rules and legislation surrounding the policies, this step-by-step technical guide will help you to protect your clients.

P9G0093 Download

Sales aids

How our relevant life policy compares sales aid

How our relevant life policy compares sales aid

This sales aid shows how our relevant life plan compares with other similar plans in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

P9B0092 Download

Technical forms

Relevant life policy nomination form

Relevant life policy nomination form

Relevant life policy nomination form

P8B0048 Download

Relevant Life policy trust - deed of appointment and assignment

Relevant Life policy trust - deed of appointment and assignment

Relevant Life Policy Trust - Deed of Appointment and Assignment

P8B0050 Download

Relevant Life policy trust and nomination form

Relevant Life policy trust and nomination form

Relevant Life policy trust and nomination form

P8B0077 Download

orOrder copies:

Pegasus Whole of Life Plan

Application forms

Pegasus Whole of Life Plan application form

Pegasus Whole of Life Plan application form

You can use this form to apply for our Whole of Life Plan.

P7A0002 Download

Data capture forms

Pegasus Whole of Life Plan data capture form

Pegasus Whole of Life Plan 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.

OP8P10001 Download

orOrder copies:

General

A guide to inheritance tax planning using whole of life

A guide to inheritance tax planning using whole of life

Your clients that are thinking about inheritance tax (IHT) want peace of mind that their families and businesses will be protected after they’re gone. Our Pegasus Whole of Life plan makes it easy for you to offer that peace of mind along with a first-class experience.

SAP8W0008 Download

Free Cover claim leaflet

Free Cover claim leaflet

This client facing leaflet shows the value of Free Cover through case studies and claims paid.

LP8PD0003 Download

Free Cover leaflet

Free Cover leaflet

Free Cover leaflet

LP8PD0004 Download

Key facts

Key facts of our Pegasus Whole of Life Plan

Key facts of our Pegasus Whole of Life Plan

This booklet summarises our Whole of Life Plan and the covers and options available.

KFP8P10001 Download

orOrder copies:

Plan details

Plan details of the Pegasus Whole of Life Plan

Plan details of the Pegasus Whole of Life Plan

This booklet gives you all the information you need about our Whole of Life Plan. It also provides important details about keeping payments up to date, making changes to the plan and making a claim.

PCP8P10001 Download

orOrder copies:

Promotional booklets

A guide to reviewable premiums

A guide to reviewable premiums

This adviser booklet shows how reviewable premiums increase at older ages.

P8P10003 Download

Pegasus Whole of Life When I’m Gone List

Pegasus Whole of Life When I’m Gone List

A simple way to record your funeral wishes and your personal and financial details in one place. Planning ahead and being prepared makes a big difference to those you leave behind.

P8PD0006 Download

Sales aids

The need for whole of life sales aid

The need for whole of life sales aid

This client-facing sales aid helps you to highlight the need for, and benefits of, a Pegasus Whole of Life Plan.

SAP8P10005 Download

Claims

Sales aids

2021 Claims paid report for advisers

2021 Claims paid report for advisers

This report gives a detailed breakdown of our claims paid in 2021 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

BRP8PD0007 Download

2021 Claims paid snapshot

2021 Claims paid snapshot

Our claims snapshot gives you a quick overview of our 2021 protection claims statistics.

SAP8W0004 Download

2021 claims report for consumers

2021 claims report for consumers

This guide gives your customers a breakdown of our claims paid in 2021 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

SAP8P10016 Download

Claims checklist

Claims checklist

We’ve produced this handy checklist to help you try and minimise the risk of us not paying out if your client needs to make a claim.

GP8PD0002 Download

Critical Illness

Promotional booklets

Tell Me More About The Illnesses You Cover

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.

P9B0096 Download

Sales aids

Additional conditions to help cover cancer

Additional conditions to help cover cancer

With early detection of cancer on the increase, we've added 7 conditions to cover early forms of cancer. This sales aid details our additional conditions and explains what they mean and why they're important.

P9B0077 Download

Critical Illness at a glance

Critical Illness at a glance

A spotlight on our comprehensive Critical Illness Cover helping you to easily see the features and benefits of our cover.

SAP8P10029 Download

How our Children’s Critical Illness Cover compares in the market

How our Children’s Critical Illness Cover compares in the market

This sales aid shows how our Children's Critical Illness Cover compares with other propositions in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

SAP8PD0010 Download

How our definitions compare in the market sales aid

How our definitions compare in the market sales aid

This sales aid shows how our critical illness cover compares with other similar plans in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

P0002L0000287 Download

Our 14 ABI + definitions explained sales aid

Our 14 ABI + definitions explained sales aid

We're always looking at ways to improve our cover, so we've improved our definitions for the 5 most common reasons for claim.

P9B0078 Download

Tailored Children's Critical Illness Cover

Tailored Children's Critical Illness Cover

This sales aid compares the features and benefits of our Children's Critical Illness Cover options.

SAP8P10023 Download

Diabetes Life Cover

Data capture forms

Diabetes Life Cover data capture form

Diabetes Life Cover 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

AP8PD0001 Download

Key facts

Key facts of the Diabetes Life Cover

Key facts of the Diabetes Life Cover

This booklet summarises our Diabetes Life Cover.

PCP8P10003 Download

orOrder copies:

Plan details

Plan details for the Diabetes Life Cover

Plan details for the Diabetes Life Cover

This booklet gives you all the information you need about our Diabetes Life Cover.

PCP8P10002 Download

orOrder copies:

Sales aids

Cover that puts you in the driving seat

Cover that puts you in the driving seat

This client-facing sales aid helps you to highlight the need for, and benefits of, Diabetes Life Cover.

LP8P10013 Download

Diabetes Life Cover puts you in the driving seat

Diabetes Life Cover puts you in the driving seat

This sales aid can be used with your clients to give them an overview of our Diabetes Life Cover.

SAP8P10025 Download

Forms

General

Access to Medical Reports Act information and declaration

Access to Medical Reports Act information and declaration

Access to Medical Reports Act information and declaration

P9B0015 Download

Additional health questions

Additional health questions

Additional health questions

AP8P10004 Download

Business Menu Plan financial questionnaire

Business Menu Plan financial questionnaire

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

P2B0012 Download

Change of plan number form

Change of plan number form

Change of plan number form

P9B0054 Download

Declaration of health

Declaration of health

Declaration of health

P9B0006 Download

Direct Debit form

Direct Debit form

Direct Debit form

P9B0049 Download

orOrder copies:
How we use your personal information

How we use your personal information

How we use your personal information

P1B0109 Download

How we use your personal information (short version)

How we use your personal information (short version)

How we use your personal information (short version)

AP8ON0006 Download

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

P9B0053 Download

Proof of identity

Proof of identity

The documents we need to see to verify your identity.

LP8P10023 Download

Helping Hand

Promotional booklets

Your practical guide to Helping Hand

Your practical guide to Helping Hand

This guide will explain how Helping Hand gives your clients the support they need, and how Helping Hand could help you show the value of your advice to grow your business.

P10B0021 Download

Sales aids

NEW
A Helping Hand with wellbeing

A Helping Hand with wellbeing

Use our infographic to show your clients how to access the wellbeing services available through Helping Hand.

PDFP8ON0006 Download

NEW
A Helping Hand with your day-to-day

A Helping Hand with your day-to-day

This client-facing sales aid explains the range of wellbeing and recovery services available through Helping Hand.

SA P8 ON 0004 Download

NEW
Help your clients with their day-to-day

Help your clients with their day-to-day

This sales aid shows advisers what's included with our Helping Hand service, and how this can benefit clients.

SA P8 ON 0005 Download

Helping Hand - a path to recovery sales aid

Helping Hand - a path to recovery sales aid

This sales aid shows how Helping Hand can bridge the gap in NHS support. It focuses on the journey of a client diagnosed with cancer who has access to Helping Hand, and compares this with the experience of someone without this support.

SAP8P10024 Download

Helping Hand takes care of people, so you can take care of business

Helping Hand takes care of people, so you can take care of business

This client-facing sales aid explains the valuable practical support our Helping Hand service can provide for business owners who lose a key member of staff.

SAP8P10015 Download

Jill's story sales aid

Jill's story sales aid

This sales aid tells how Jill used Helping Hand after she was diagnosed with breast cancer. She needed support and advice from her nurse adviser to feel like herself again after treatment.

P1CS0103 Download

Sales aids for advisers

Business Menu Plan

Business Menu Plan - our covers and options at a glance sales aid

Business Menu Plan - our covers and options at a glance sales aid

An A-Z of our Business Menu Plan.

P9B0090 Download

Business Protection pack

Business Protection pack

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

P9PK0585 PACK

Order copies:
Cover now, Underwrite Later

Cover now, Underwrite Later

Our Underwrite Later option means cover can be applied straightaway whilst we go through the main underwriting process – giving your clients peace of mind they’re protected from day one.

SAP8P10038 Download

Helping Hand takes care of people, so you can take care of business

Helping Hand takes care of people, so you can take care of business

This client-facing sales aid explains the valuable practical support our Helping Hand service can provide for business owners who lose a key member of staff.

SAP8P10015 Download

Own Life in trust and company share purchase - a comparison

Own Life in trust and company share purchase - a comparison

Own Life in trust and company share purchase - a comparison

P8B0084 Download

Questions to ask for business protection cover

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.

P2B0034 Download

orOrder copies:
Technical guide for business protection

Technical guide for business protection

This guide highlights the areas businesses need to protect and takes you through what you need to know when advising clients about the importance of having adequate business protection in place.

GP8P10003 Download

Underwrite Later guide and declaration form

Underwrite Later guide and declaration form

Use this form when you have completed an application without choosing the Underwrite Later option.

APPP8PD0002 Download

Why choose us for business protection

Why choose us for business protection

This sales aid outlines the key solutions of business protection and can be used to support your client conversations for this type of cover.

SAP8PD0028 Download

orOrder copies:

Claims

2021 Claims paid report for advisers

2021 Claims paid report for advisers

This report gives a detailed breakdown of our claims paid in 2021 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

BRP8PD0007 Download

2021 Claims paid snapshot

2021 Claims paid snapshot

Our claims snapshot gives you a quick overview of our 2021 protection claims statistics.

SAP8W0004 Download

Claims checklist

Claims checklist

We’ve produced this handy checklist to help you try and minimise the risk of us not paying out if your client needs to make a claim.

GP8PD0002 Download

Critical illness

Additional conditions to help cover cancer

Additional conditions to help cover cancer

With early detection of cancer on the increase, we've added 7 conditions to cover early forms of cancer. This sales aid details our additional conditions and explains what they mean and why they're important.

P9B0077 Download

Critical Illness at a glance

Critical Illness at a glance

A spotlight on our comprehensive Critical Illness Cover helping you to easily see the features and benefits of our cover.

SAP8P10029 Download

How our Children’s Critical Illness Cover compares in the market

How our Children’s Critical Illness Cover compares in the market

This sales aid shows how our Children's Critical Illness Cover compares with other propositions in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

SAP8PD0010 Download

How our definitions compare in the market sales aid

How our definitions compare in the market sales aid

This sales aid shows how our critical illness cover compares with other similar plans in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

P0002L0000287 Download

Our 14 ABI + definitions explained sales aid

Our 14 ABI + definitions explained sales aid

We're always looking at ways to improve our cover, so we've improved our definitions for the 5 most common reasons for claim.

P9B0078 Download

Tailored Children's Critical Illness Cover

Tailored Children's Critical Illness Cover

This sales aid compares the features and benefits of our Children's Critical Illness Cover options.

SAP8P10023 Download

General

Adviser guide to underwriting

Adviser guide to underwriting

Adviser guide to underwriting

P8G0011 Download

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Conversation starter infographic

Conversation starter infographic

This infographic helps you initiate the protection conversation by breaking the process down into three simple stages.

IP8ON0001 Download

Doing things differently

Doing things differently

This sales aid demonstrates why our mutuality matters for your clients.

SAP8P10033 Download

Explaining the need to index

Explaining the need to index

Choosing level cover isn’t always the best option. Because the cost of living increases over time. This sales aid explains that to get proper value for money for your client, you need to consider indexation.

SAP8P10039 Download

Why choose us for protection

Why choose us for protection

This sales aid looks at our three key principles and a list of all our key benefits.

SAP8P10012 Download

Good parent portfolio

Good Parent Portfolio guide

Good Parent Portfolio guide

This guide helps advisers consider more than just protection when looking at their clients' needs. It shows them how to introduce wills, trusts and guardianship to their client's protection portfolio.

P9B0062 Download

Helping Hand

NEW
A Helping Hand with wellbeing

A Helping Hand with wellbeing

Use our infographic to show your clients how to access the wellbeing services available through Helping Hand.

PDFP8ON0006 Download

Helping Hand - a path to recovery sales aid

Helping Hand - a path to recovery sales aid

This sales aid shows how Helping Hand can bridge the gap in NHS support. It focuses on the journey of a client diagnosed with cancer who has access to Helping Hand, and compares this with the experience of someone without this support.

SAP8P10024 Download

Your practical guide to Helping Hand

Your practical guide to Helping Hand

This guide will explain how Helping Hand gives your clients the support they need, and how Helping Hand could help you show the value of your advice to grow your business.

P10B0021 Download

Pegasus Whole of Life Plan

A guide to inheritance tax planning using whole of life

A guide to inheritance tax planning using whole of life

Your clients that are thinking about inheritance tax (IHT) want peace of mind that their families and businesses will be protected after they’re gone. Our Pegasus Whole of Life plan makes it easy for you to offer that peace of mind along with a first-class experience.

SAP8W0008 Download

A guide to reviewable premiums

A guide to reviewable premiums

This adviser booklet shows how reviewable premiums increase at older ages.

P8P10003 Download

Relevant Life Plan

A guide to relevant life plans

A guide to relevant life plans

With useful information such as the advantages of relevant life, rules and legislation surrounding the policies, this step-by-step technical guide will help you to protect your clients.

P9G0093 Download

Cover now, Underwrite Later

Cover now, Underwrite Later

Our Underwrite Later option means cover can be applied straightaway whilst we go through the main underwriting process – giving your clients peace of mind they’re protected from day one.

SAP8P10038 Download

How our relevant life policy compares sales aid

How our relevant life policy compares sales aid

This sales aid shows how our relevant life plan compares with other similar plans in the marketplace. Information is based on our understanding of competitor product literature and is correct as at the date shown on the sales aid.

P9B0092 Download

Underwrite Later guide and declaration form

Underwrite Later guide and declaration form

Use this form when you have completed an application without choosing the Underwrite Later option.

APPP8PD0002 Download

Sales aids

Building value through a menu plan

Building value through a menu plan

This sales aid looks at the menu plan and how it can help build value for your clients, by combining a range of benefits and options to protect them against the financial consequences of some potential risks. Plus, how it can help build value for an adviser’s business by focusing on the 4 Rs – risk, revenue, retention and reputation.

SAP8PD0030 Download

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Family income benefit – a cost-effective alternative to providing cover for your clients

Family income benefit – a cost-effective alternative to providing cover for your clients

This sales aid looks in detail at the family income benefit and how this benefit could be a cost-effective alternative to lump-sum protection.

SAP8PD0032 Download

How the menu approach to protection can benefit your business sales aid

How the menu approach to protection can benefit your business sales aid

Using a menu approach to protection, not only enables you can tailor valuable cover to the individual needs and budgets of your clients. But it can also benefit your own business, specifically when considering risk, revenue, retention and reputation – the 4 R’s. This sales aid looks at each of these elements in more detail to show how the Menu Plan how can help and support you, as well as your own client’s.

SAP8P10035 Download

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Insuring the uninsurable

Insuring the uninsurable

This sales aid looks at how we can help when your clients require joint life second death cover, but one of them isn't accepted.

SAP8PD0035 Download

Personal Menu Plan - our covers and options at a glance sales aid

Personal Menu Plan - our covers and options at a glance sales aid

An A-Z of our Personal Menu Plan.

GP8P10007 Download

The benefits of using a menu plan

The benefits of using a menu plan

This sales aid shows you how you can mix and match a range of covers and benefits to tailor a menu plan that suits your clients’ individual needs and budgets.

SAP8PD0012 Download

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Trust guides

A guide to trusts and being a trustee

A guide to trusts and 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.

P8G0033 Download

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How to choose a Royal London trust

How to choose a Royal London trust

Our trust flowchart is designed to help you choose which Royal London trust is most suitable for your client.

SAP8P10002 Download

The benefits and uses of a trust

The benefits and uses of a trust

This guide goes into detail about the benefits and uses of a trust.

P8G0036 Download

The benefits of trusts

The benefits of trusts

The benefits of trusts

SAP8P10008 Download

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Trust toolkit pack

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.

P9PK0586 PACK

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Terms of business

Our protection terms of business

Our protection terms of business

Our protection terms of business

P9B0031 Download

Income protection

Fracture cover that’s a break from the norm

Fracture cover that’s a break from the norm

This sales aid explains the key benefits of our fracture cover, which is included as standard with our Income Protection.

SAP8P10021 Download

Why choose us for income protection

Why choose us for income protection

This sales aid outlines the benefits and features of our Income Protection product to help with your client conversations.

SAP8P10030 Download

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Inheritance Tax Planning

A guide to inheritance tax planning using menu

A guide to inheritance tax planning using menu

This sales aid will look at inheritance tax planning using a menu plan. By talking to your clients about IHT, you’ll have access to the trustees and the beneficiaries - potentially your next generation of clients. So not only are you addressing your clients’ current needs, you’re also helping to future proof your business.

SAP8P10034 Download

A guide to inheritance tax planning using whole of life

A guide to inheritance tax planning using whole of life

Your clients that are thinking about inheritance tax (IHT) want peace of mind that their families and businesses will be protected after they’re gone. Our Pegasus Whole of Life plan makes it easy for you to offer that peace of mind along with a first-class experience.

SAP8W0008 Download

Inheritance tax planning using regular premium protection plans

Inheritance tax planning using regular premium protection plans

This adviser booklet gives you a simple guide to Inheritance Tax Planning and how to cover the estate’s IHT liability on death with a Royal London plan.

SAP8P10037 Download

Sales aids for use with clients

Business Menu Plan

How to use a Business Menu Plan

How to use a Business Menu Plan

This sales aid shows how you can mix and match a range of covers and benefits to tailor a menu plan that suits your business needs and budget.

SAP8PD0029 Download

Claims

2021 claims report for consumers

2021 claims report for consumers

This guide gives your customers a breakdown of our claims paid in 2021 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

SAP8P10016 Download

Critical illness

Tell Me More About The Illnesses You Cover

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.

P9B0096 Download

General

Free Cover claim leaflet

Free Cover claim leaflet

This client facing leaflet shows the value of Free Cover through case studies and claims paid.

LP8PD0003 Download

Free Cover leaflet

Free Cover leaflet

Free Cover leaflet

LP8PD0004 Download

NEW
Lifestyle Review Leaflet

Lifestyle Review Leaflet

This sales aid gives details of our Lifestyle review and how our flexible plans offer protection that meets your clients’ needs today and throughout their lifetime.

P8PD0001 Download

Good parent portfolio

Parental responsibility flowchart England and Wales sales aid

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.

P1B0115 Download

Parental responsibility flowchart Northern Ireland sales aid

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.

P1B0116 Download

Parental responsibility flowchart Scotland sales aid

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.

P9B0018 Download

The rules of intestacy - England and Wales sales aid

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.

P9B0080 Download

The rules of intestacy - Northern Ireland sales aid

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.

P9B0001 Download

The rules of intestacy - Scotland sales aid

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.

P9B0002 Download

Helping Hand

NEW
A Helping Hand with wellbeing

A Helping Hand with wellbeing

Use our infographic to show your clients how to access the wellbeing services available through Helping Hand.

PDFP8ON0006 Download

Jill's story sales aid

Jill's story sales aid

This sales aid tells how Jill used Helping Hand after she was diagnosed with breast cancer. She needed support and advice from her nurse adviser to feel like herself again after treatment.

P1CS0103 Download

Pegasus Whole of Life Plan

Pegasus Whole of Life When I’m Gone List

Pegasus Whole of Life When I’m Gone List

A simple way to record your funeral wishes and your personal and financial details in one place. Planning ahead and being prepared makes a big difference to those you leave behind.

P8PD0006 Download

The need for whole of life sales aid

The need for whole of life sales aid

This client-facing sales aid helps you to highlight the need for, and benefits of, a Pegasus Whole of Life Plan.

SAP8P10005 Download

Personal Menu Plan

All you need to know about our protection plans

All you need to know about our protection plans

This booklet shows why it's important to buy protection and includes a slot on the back cover for advisers to insert their own business card.

P9B0064 Download

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Beneficiary Nomination sales aid

Beneficiary Nomination sales aid

This sales aid will help explain beneficiary nomination to your client and how it works with their Life cover.

SAP8PD0034 Download

Promotional booklets

Cracking Good Cover

Cracking Good Cover

A clear and simple explanation of all the covers and options available from Royal London.

P9B0098 Download

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Pre-sale consumer pack - an introduction to Royal London

Pre-sale consumer pack - an introduction to Royal London

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 Royal London, and shows how our Personal Menu Plan works.

P1F0127

The strength of our cover

The strength of our cover

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

P9B0057 Download

Sales aids

The benefits of using a menu plan

The benefits of using a menu plan

This sales aid shows you how you can mix and match a range of covers and benefits to tailor a menu plan that suits your clients’ individual needs and budgets.

SAP8PD0012 Download

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Income protection

Income Protection for NHS medical professionals sales aid

Income Protection for NHS medical professionals sales aid

This client-facing sales aid helps you to explain the features and benefits of our tailored Income Protection for doctors, surgeons, nurses, dentists, midwives and other medical professionals on the same NHS pay structure.

BRP8P10007 Download

The need for income protection sales aid

The need for income protection sales aid

This client-facing sales aid helps you to highlight the need for, and benefits of, income protection

P1L0247 Download

Stationery

Envelopes

Standard C4 size business reply envelope

Standard C4 size business reply envelope

This is our standard C4 business reply envelope

45EN0006

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Trusts, wills and guardianship

Forms - Business Trust

Business Trust

Business Trust

Business Trust

P8B0019 Download

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Deed of appointment and assignment - Business Trust

Deed of appointment and assignment - Business Trust

Deed of appointment and assignment - Business Trust

P8B0089 Download

Deed to remove settlor as a discretionary beneficiary - business trust

Deed to remove settlor as a discretionary beneficiary - business trust

Deed to remove settlor as a discretionary beneficiary - business trust

P8B0025 Download

Forms - Deed of Appointment

Deed of appointment (Absolute)

Deed of appointment (Absolute)

Deed of appointment (Absolute)

P8B0074 Download

Deed of appointment - absolute split trust

Deed of appointment - absolute split trust

Deed of appointment - absolute split trust

P8B0073 Download

Deed of Appointment of a Beneficiary

Deed of Appointment of a Beneficiary

Deed of Appointment of a Beneficiary

P8B0039 Download

Deed of appointment of new trustee/ removal or resignation of trustee

Deed of appointment of new trustee/ removal or resignation of trustee

Deed of Appointment of New Trustee / Removal or Resignation of Trustee

P8B0038 Download

Forms - Gift Trust Bare

Gift Trust (Jointly owned plans - survivor to benefit) - Bare

Gift Trust (Jointly owned plans - survivor to benefit) - Bare

Gift Trust (Jointly owned plans - survivor to benefit) - Bare

P8B0070 Download

Gift Trust - Bare

Gift Trust - Bare

Gift Trust - Bare

P8B0064 Download

Forms - Gift Trust Discretionary

Gift Trust (Jointly owned plans - survivor to benefit) - Discretionary

Gift Trust (Jointly owned plans - survivor to benefit) - Discretionary

Gift Trust (Jointly owned plans - survivor to benefit) - Discretionary

P8B0071 Download

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Gift Trust - Discretionary

Gift Trust - Discretionary

Gift Trust - Discretionary

P8B0067 Download

Forms - Relevant Life Plan

Draft Relevant Life Plan Trust Request and Nomination Form

Draft Relevant Life Plan Trust Request and Nomination Form

Draft Relevant Life Plan Trust Request and Nomination Form

AP8ON0003 Download

Relevant life policy nomination form

Relevant life policy nomination form

Relevant life policy nomination form

P8B0048 Download

Relevant Life policy trust - deed of appointment and assignment

Relevant Life policy trust - deed of appointment and assignment

Relevant Life Policy Trust - Deed of Appointment and Assignment

P8B0050 Download

Relevant Life policy trust and nomination form

Relevant Life policy trust and nomination form

Relevant Life policy trust and nomination form

P8B0077 Download

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Forms - Specimen Cross Option Agreement

Specimen Cross Option Agreement - Company Share Purchase

Specimen Cross Option Agreement - Company Share Purchase

Specimen Cross Option Agreement - Company Share Purchase

P8L0001 Download

Specimen Cross Option Agreement - Individual purchase

Specimen Cross Option Agreement - Individual purchase

Specimen cross option agreement Individual purchase

P8B0041 Download

Forms - Split Trust Bare

Split Trust (Jointly owned plans - survivor to benefit) - Bare

Split Trust (Jointly owned plans - survivor to benefit) - Bare

Split Trust (Jointly owned plans - survivor to benefit) - Bare

P8B0068 Download

Split Trust - Bare

Split Trust - Bare

Split Trust - Bare

P8B0062 Download

Forms - Split Trust Discretionary

Split Trust (Jointly owned plans - survivor to benefit) - Discretionary

Split Trust (Jointly owned plans - survivor to benefit) - Discretionary

Split Trust (Jointly owned plans - survivor to benefit) - Discretionary

P8B0069 Download

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Split Trust - Discretionary

Split Trust - Discretionary

Split Trust - Discretionary

P8B0063 Download

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Forms - Supplementary forms

Change of plan number form

Change of plan number form

Change of plan number form

P9B0054 Download

Deed of Assignment

Deed of Assignment

Deed of Assignment

P8B0040 Download

Letter of Wishes

Letter of Wishes

Letter of Wishes

P6LT0011 Download

Pension term assurance – member’s nomination form

Pension term assurance – member’s nomination form

Pension term assurance – member’s nomination form

AP8PD0002 Download

General

How to choose a Royal London trust

How to choose a Royal London trust

Our trust flowchart is designed to help you choose which Royal London trust is most suitable for your client.

SAP8P10002 Download

The benefits of trusts

The benefits of trusts

The benefits of trusts

SAP8P10008 Download

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Trust toolkit pack

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.

P9PK0586 PACK

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Good parent portfolio

Good Parent Portfolio guide

Good Parent Portfolio guide

This guide helps advisers consider more than just protection when looking at their clients' needs. It shows them how to introduce wills, trusts and guardianship to their client's protection portfolio.

P9B0062 Download

Guardianship

Parental responsibility flowchart England and Wales sales aid

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.

P1B0115 Download

Parental responsibility flowchart Northern Ireland sales aid

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.

P1B0116 Download

Parental responsibility flowchart Scotland sales aid

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.

P9B0018 Download

Trust guides

A guide to the bypass trust

A guide to the bypass trust

A guide to the bypass trust

P8G0034 Download

A guide to trusts and being a trustee

A guide to trusts and 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.

P8G0033 Download

orOrder copies:
The benefits and uses of a trust

The benefits and uses of a trust

This guide goes into detail about the benefits and uses of a trust.

P8G0036 Download

Wills

The rules of intestacy - England and Wales sales aid

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.

P9B0080 Download

The rules of intestacy - Northern Ireland sales aid

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.

P9B0001 Download

The rules of intestacy - Scotland sales aid

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.

P9B0002 Download

Underwriting

General

Adviser guide to underwriting

Adviser guide to underwriting

Adviser guide to underwriting

P8G0011 Download

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NEW
Underwriting Limits

Underwriting Limits

Underwriting Limits

P8B0085 Download

Sales aids

BMI values sales aid

BMI values sales aid

BMI values sales aid

P1RT0268 Download

Lifestyle questionnaires

Forms

Aviation questionnaire

Aviation questionnaire

Aviation questionnaire

ALIS10 Download

Caving and potholing questionnaire

Caving and potholing questionnaire

Caving and potholing questionnaire

ALIS14 Download

Drug use questionnaire

Drug use questionnaire

Drug use questionnaire

ALIS20 Download

Hang-gliding questionnaire

Hang-gliding questionnaire

Hang-gliding questionnaire

ALIS40 Download

Mining and tunnelling questionnaire

Mining and tunnelling questionnaire

Mining and tunnelling questionnaire

ALIS50 Download

Motor sports questionnaire

Motor sports questionnaire

Motor sports questionnaire

ALIS52 Download

Mountaineering and rock climbing questionnaire

Mountaineering and rock climbing questionnaire

Mountaineering and rock climbing questionnaire

ALIS54 Download

Parachuting questionnaire

Parachuting questionnaire

Parachuting questionnaire

ALIS65 Download

Service aviation questionnaire

Service aviation questionnaire

Service aviation questionnaire

ALIS68 Download

Sports diving questionnaire

Sports diving questionnaire

Sports diving questionnaire

ALIS18 Download

Working offshore questionnaire

Working offshore questionnaire

Working offshore questionnaire

ALIS60 Download

Yachting questionnaire

Yachting questionnaire

Yachting questionnaire

ALIS157 Download