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

2016 Claims paid sales aid for consumers

2016 Claims paid sales aid for consumers

This sales aid shows your clients that we’re focused on successful claims, and focused on them as individuals if they need to make a claim.

SAP8P10016 DOWNLOAD

orOrder copies:
Bereavement support payments have changed

Bereavement support payments have changed

On 6 April 2017, the government changed the way bereavement benefits are paid. This sales aid demonstrates how this may affect your clients.

SAP8P10019 DOWNLOAD

Our Income Protection is tuned to your client’s needs

Our Income Protection is tuned to your client’s needs

This sales aid gives details of the recent improvements we've made to our Income Protection. Take a look to see how our cover can support your clients.

SAP8P10017 DOWNLOAD

orOrder copies:
We’ve got it covered

We’ve got it covered

This sales aid explains how our flexible menu plan packages can suit all your clients’ needs.

P8PD0008 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

orOrder copies:

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

How we compare in the market sales aid

How we 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.

P1L0187 DOWNLOAD

Managing the impact of a critical illness booklet

Managing the impact of a critical illness 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

P9B0095 DOWNLOAD

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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

orOrder copies:

Forms

Declaration of health

Declaration of health

Declaration of health

P9B0006 DOWNLOAD

Additional health questions

Additional health questions

Additional health questions

P9B0014 DOWNLOAD

General

All you need to know about protection booklet

All you need to know about protection booklet

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

orOrder copies:
Free Cover (April 2016) leaflet PDF

Free Cover (April 2016) leaflet PDF

Free Cover Leaflet

44L0931PDF DOWNLOAD

NEW
Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

LP8PD0004 DOWNLOAD

Protecting your family and your home booklet

Protecting your family and your home booklet

This booklet explains why you need to protect more than just your home.

P1B0185 DOWNLOAD

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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

orOrder copies:
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

orOrder copies:
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 Unemployment Cover

Plan details for the Personal Menu Plan Unemployment Cover

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

PCP8P10015 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:
Plan details for the Personal Menu Plan Waiver of Premium (Unemployment)

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

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

PCP8P0018 DOWNLOAD

orOrder copies:

Sales aids

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

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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

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What do I need to know about your protection plans booklet

What do I need to know about your protection plans booklet

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

P9B0098 DOWNLOAD

Technical forms

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

P9B0053 DOWNLOAD

Unemployment cover

Making a claim for unemployment cover

Making a claim for unemployment cover

Completing paperwork and form filling is time consuming so we try to make our claims process as straightforward as possible. This leaflet shows how our claims process works and what happens at each stage.

47G0489 DOWNLOAD

orOrder copies:
The need for Unemployment Cover sales aid

The need for Unemployment Cover sales aid

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

P1L0252 DOWNLOAD

orOrder copies:

Income protection

Help your clients rest easier sales aid

Help your clients rest easier sales aid

This sales aid explains the features and benefits of our Income Protection, at a glance

P1L0246 DOWNLOAD

orOrder copies:
Income Protection payments leaflet

Income Protection payments leaflet

This leaflet explains how the cover is flexible, how to reduce the cost of cover by changing the payment period or deferred period and how it can be tailored to suit the client’s budget.

P8PD0002 DOWNLOAD

Our Income Protection is tuned to your client’s needs

Our Income Protection is tuned to your client’s needs

This sales aid gives details of the recent improvements we've made to our Income Protection. Take a look to see how our cover can support your clients.

SAP8P10017 DOWNLOAD

orOrder copies:
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

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

P9B0014 DOWNLOAD

Declaration of health

Declaration of health

Declaration of health

P9B0006 DOWNLOAD

General

Free Cover (April 2016) leaflet PDF

Free Cover (April 2016) leaflet PDF

Free Cover Leaflet

44L0931PDF DOWNLOAD

NEW
Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

Free Cover (September 2017) 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

orOrder copies:

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:

Promotional booklets

A guide to setting up a business protection plan

A guide to setting up a business protection plan

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

P2G0080 DOWNLOAD

Helping you protect your business booklet

Helping you protect your business booklet

This booklet helps you to highlight to your clients, the importance of taking out key person insurance, loan protection and ownership protection to help reduce the financial impact if a partner or shareholder were to suffer a critical illness or die.

P9B0089 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 - what we cover sales aid

Business protection - what we cover sales aid

This sales aid looks at our Business Menu Plan with our added value service Helping Hand.

P2B0035 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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Cover for your key people sales aid

Cover for your key people sales aid

This sales aid explains the possible outcomes on the death or critical illness of a key employee and the need for key person cover.

P8B0026 DOWNLOAD

orOrder copies:
Cover the repayment of a business loan sales aid

Cover the repayment of a business loan sales aid

This sales aid explains how a loan protection plan can service an existing loan following the death or critical illness of a key employee.

P8B0086 DOWNLOAD

orOrder copies:
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

orOrder copies:
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

Partnership cover sales aid

Partnership cover sales aid

This sales aid explains what could happen to your business if a partner suffered a critical illness or died.

P8B0027 DOWNLOAD

orOrder copies:
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:
Shareholder cover sales aid

Shareholder cover sales aid

This sales aid explains what could happen to your business if a shareholder suffered a critical illness or died.

P8B0049 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

Free Cover (April 2016) leaflet PDF

Free Cover (April 2016) leaflet PDF

Free Cover Leaflet

44L0931PDF DOWNLOAD

NEW
Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

LP8PD0004 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

orOrder copies:

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

orOrder copies:
Relevant Life Plan toolkit

Relevant Life Plan 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.

P9PK0587 PACK

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The benefits of a relevant life plan sales aid

The benefits of a relevant life plan sales aid

This sales aid explains why relevant life plans are a tax efficient way of offering life cover to employees.

P9B0076 DOWNLOAD

orOrder copies:
The benefits of relevant life plans

The benefits of relevant life plans

This guide explains the benefits of taking out a stand-alone single life policy on the life of an employee. It also explains who relevant life plans are aimed at, the restrictions and how to apply.

P9B0065 DOWNLOAD

Technical forms

Relevant life policy nomination form

Relevant life policy nomination form

Relevant life policy nomination form

P9B0048 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

orOrder copies:

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

Free Cover (April 2016) leaflet PDF

Free Cover (April 2016) leaflet PDF

Free Cover Leaflet

44L0931PDF DOWNLOAD

NEW
Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

Free Cover (September 2017) 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

Sales aids

Our Whole of Life Plan sales aid

Our Whole of Life Plan sales aid

This sales aid explains the features and benefits of our Pegasus Whole of Life Plan, at a glance.

SAP8P10007 DOWNLOAD

orOrder copies:
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

orOrder copies:

Claims

Sales aids

2016 Claims paid sales aid for consumers

2016 Claims paid sales aid for consumers

This sales aid shows your clients that we’re focused on successful claims, and focused on them as individuals if they need to make a claim.

SAP8P10016 DOWNLOAD

orOrder copies:
Claims paid 2016 snapshot

Claims paid 2016 snapshot

This sales aid takes a high level look at our claims paid in 2016 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

SAP8W0004 DOWNLOAD

orOrder copies:
How to make a claim

How to make a claim

You can send this leaflet to your clients if they're making a claim. It explains the process and gives answers to some questions that get asked quite often.

P1B0120 DOWNLOAD

orOrder copies:
Making a claim for unemployment cover

Making a claim for unemployment cover

Completing paperwork and form filling is time consuming so we try to make our claims process as straightforward as possible. This leaflet shows how our claims process works and what happens at each stage.

47G0489 DOWNLOAD

orOrder copies:
Our 2016 claims statistics

Our 2016 claims statistics

This brochure gives a detailed breakdown of our claims paid in 2016 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

BRP8P10004 DOWNLOAD

orOrder copies:

Critical Illness

Promotional booklets

Focus on our critical illness definitions booklet

Focus on our critical illness definitions booklet

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

P9B0096 DOWNLOAD

orOrder copies:
Managing the impact of a critical illness booklet

Managing the impact of a critical illness 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

P9B0095 DOWNLOAD

orOrder copies:

Sales aids

Additional conditions to help cover cancer sales aid

Additional conditions to help cover cancer sales aid

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

orOrder copies:
How we compare in the market sales aid

How we 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.

P1L0187 DOWNLOAD

Our 17 ABI plus definitions explained sales aid

Our 17 ABI plus 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

orOrder copies:
Our critical illness cover just got even better

Our critical illness cover just got even better

This sales aid gives details of the recent improvements we've made to our Critical Illness Cover. Take a look to see why our cover should appeal to your clients.

SAP8PD002 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

P9B0014 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

Data capture form for trust forms submitted online

Data capture form for trust forms submitted online

Data capture form for trust forms submitted online

AP8P10006 DOWNLOAD

Declaration of health

Declaration of health

Declaration of health

P9B0006 DOWNLOAD

Direct Debit form

Direct Debit form

Direct Debit form

P9B0049 DOWNLOAD

How we use your personal information

How we use your personal information

How we use your personal information

P1B0109 DOWNLOAD

Our protection terms of business - agency application form

Our protection terms of business - agency application form

Our protection terms of business - agency application form

P9A0028 DOWNLOAD

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

Personal Protection Menu financial questionnaire

P9B0053 DOWNLOAD

Helping Hand

Promotional booklets

A Helping Hand when you need it client booklet

A Helping Hand when you need it client booklet

This client-facing booklet explains the valuable hands-on practical and emotional support we provide through our Helping Hand service.

P10B0017 DOWNLOAD

orOrder copies:
A practical guide to Helping Hand

A 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

orOrder copies:
Helping Hand adviser pack

Helping Hand adviser pack

This pack includes an adviser booklet, a client booklet, sales aids and case studies to help you talk to clients about the value Helping Hand brings to their protection plan.

P10F0013 PACK

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Sales aids

Helping Hand at a glance

Helping Hand at a glance

This sales aid helps advisers see at a glance how our Helping Hand service works.

BRP8PD0001 DOWNLOAD

orOrder copies:
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

orOrder copies:
Helping Hand – personal support whenever you need it

Helping Hand – personal support whenever you need it

This sales aid can we be used with your clients to give them an overview of the Helping Hand service.

SAP8PD0006 DOWNLOAD

orOrder copies:
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

orOrder copies:
Steve's story sales aid

Steve's story sales aid

This sales aid tells how Steve used Helping Hand to bridge the gap in care from the NHS, even when he didn't make a claim.

P10B0005 DOWNLOAD

orOrder copies:

Sales aids for advisers

Business Menu Plan

A guide to setting up a business protection plan

A guide to setting up a business protection plan

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

P2G0080 DOWNLOAD

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:
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

orOrder copies:
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

orOrder copies:

Claims

Claims paid 2016 snapshot

Claims paid 2016 snapshot

This sales aid takes a high level look at our claims paid in 2016 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

SAP8W0004 DOWNLOAD

orOrder copies:
Our 2016 claims statistics

Our 2016 claims statistics

This brochure gives a detailed breakdown of our claims paid in 2016 for Life Cover, Whole of Life, Critical Illness Cover and Income Protection.

BRP8P10004 DOWNLOAD

orOrder copies:

Critical illness

Additional conditions to help cover cancer sales aid

Additional conditions to help cover cancer sales aid

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

orOrder copies:
How we compare in the market sales aid

How we 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.

P1L0187 DOWNLOAD

Our 17 ABI plus definitions explained sales aid

Our 17 ABI plus 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

orOrder copies:
Our critical illness cover just got even better

Our critical illness cover just got even better

This sales aid gives details of the recent improvements we've made to our Critical Illness Cover. Take a look to see why our cover should appeal to your clients.

SAP8PD002 DOWNLOAD

General

A guide to our products and services

A guide to our products and services

This booklet gives you an introduction to Royal London. It shows you how to tailor our protection products to suit your clients' needs and budget. And gives you ideas to help grow your protection business.

P1B0048 DOWNLOAD

orOrder copies:
Guide to underwriting

Guide to underwriting

Guide to underwriting

P8G0011 DOWNLOAD

One place for protection adviser pack

One place for protection adviser pack

This pack includes adviser sales aids, a Helping Hand client booklet and case studies to help you to introduce Royal London to your clients.

P1F0254 PACK

Order copies:
We've got protection covered sales aid

We've got protection covered sales aid

This sales aid introduces you to the benefits of Royal London's protection plans

47L0487 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

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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

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Good Parent Portfolio pack

Good Parent Portfolio pack

This pack contains all the sales aids you need to develop conversations about wills, trusts and guardianship. It contains flow charts to show the rules of intestacy, parental responsibility and guardianship.

P9B0061 PACK

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Help your clients appoint a legal guardian sales aid

Help your clients appoint a legal guardian sales aid

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

P1B0114 DOWNLOAD

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Helping Hand

A practical guide to Helping Hand

A 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

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Helping Hand adviser pack

Helping Hand adviser pack

This pack includes an adviser booklet, a client booklet, sales aids and case studies to help you talk to clients about the value Helping Hand brings to their protection plan.

P10F0013 PACK

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Helping Hand at a glance

Helping Hand at a glance

This sales aid helps advisers see at a glance how our Helping Hand service works.

BRP8PD0001 DOWNLOAD

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Pegasus Whole of Life Plan

Our Whole of Life Plan sales aid

Our Whole of Life Plan sales aid

This sales aid explains the features and benefits of our Pegasus Whole of Life Plan, at a glance.

SAP8P10007 DOWNLOAD

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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

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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

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Relevant Life Plan toolkit

Relevant Life Plan 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.

P9PK0587 PACK

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The benefits of relevant life plans

The benefits of relevant life plans

This guide explains the benefits of taking out a stand-alone single life policy on the life of an employee. It also explains who relevant life plans are aimed at, the restrictions and how to apply.

P9B0065 DOWNLOAD

Sales aids

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

We’ve got it covered

We’ve got it covered

This sales aid explains how our flexible menu plan packages can suit all your clients’ needs.

P8PD0008 DOWNLOAD

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

Online Trusts - All you need to know

Online Trusts - All you need to know

This sales aid explains our new online trust service

P8PD0003 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

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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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Unemployment cover

How strong is your client's safety net sales aid

How strong is your client's safety net sales aid

This sales aid explains the features and benefits of our Unemployment Cover, at a glance

P1L0249 DOWNLOAD

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Terms of business

Our protection terms of business

Our protection terms of business

Our protection terms of business

P9B0031 DOWNLOAD

Our protection terms of business - agency application form

Our protection terms of business - agency application form

Our protection terms of business - agency application form

P9A0028 DOWNLOAD

Income protection

Help your clients rest easier sales aid

Help your clients rest easier sales aid

This sales aid explains the features and benefits of our Income Protection, at a glance

P1L0246 DOWNLOAD

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Our Income Protection is tuned to your client’s needs

Our Income Protection is tuned to your client’s needs

This sales aid gives details of the recent improvements we've made to our Income Protection. Take a look to see how our cover can support your clients.

SAP8P10017 DOWNLOAD

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Sales aids for use with clients

Business Menu Plan

Cover for your key people sales aid

Cover for your key people sales aid

This sales aid explains the possible outcomes on the death or critical illness of a key employee and the need for key person cover.

P8B0026 DOWNLOAD

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Cover the repayment of a business loan sales aid

Cover the repayment of a business loan sales aid

This sales aid explains how a loan protection plan can service an existing loan following the death or critical illness of a key employee.

P8B0086 DOWNLOAD

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Helping you protect your business booklet

Helping you protect your business booklet

This booklet helps you to highlight to your clients, the importance of taking out key person insurance, loan protection and ownership protection to help reduce the financial impact if a partner or shareholder were to suffer a critical illness or die.

P9B0089 DOWNLOAD

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Partnership cover sales aid

Partnership cover sales aid

This sales aid explains what could happen to your business if a partner suffered a critical illness or died.

P8B0027 DOWNLOAD

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Shareholder cover sales aid

Shareholder cover sales aid

This sales aid explains what could happen to your business if a shareholder suffered a critical illness or died.

P8B0049 DOWNLOAD

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Claims

2016 Claims paid sales aid for consumers

2016 Claims paid sales aid for consumers

This sales aid shows your clients that we’re focused on successful claims, and focused on them as individuals if they need to make a claim.

SAP8P10016 DOWNLOAD

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How to make a claim

How to make a claim

You can send this leaflet to your clients if they're making a claim. It explains the process and gives answers to some questions that get asked quite often.

P1B0120 DOWNLOAD

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Making a claim for unemployment cover

Making a claim for unemployment cover

Completing paperwork and form filling is time consuming so we try to make our claims process as straightforward as possible. This leaflet shows how our claims process works and what happens at each stage.

47G0489 DOWNLOAD

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Critical illness

Focus on our critical illness definitions booklet

Focus on our critical illness definitions booklet

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

P9B0096 DOWNLOAD

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Managing the impact of a critical illness booklet

Managing the impact of a critical illness 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

P9B0095 DOWNLOAD

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General

Bereavement support payments have changed

Bereavement support payments have changed

On 6 April 2017, the government changed the way bereavement benefits are paid. This sales aid demonstrates how this may affect your clients.

SAP8P10019 DOWNLOAD

Free Cover (April 2016) leaflet PDF

Free Cover (April 2016) leaflet PDF

Free Cover Leaflet

44L0931PDF DOWNLOAD

NEW
Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

Free Cover (September 2017) leaflet

LP8PD0004 DOWNLOAD

Lifestyle Review leaflet

Lifestyle Review leaflet

This leaflet explains why and how a client starts a lifestyle review.

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

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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

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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

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Protecting your children's future sales aid

Protecting your children's future sales aid

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

P9B0294 DOWNLOAD

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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

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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

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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

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Helping Hand

A Helping Hand when you need it client booklet

A Helping Hand when you need it client booklet

This client-facing booklet explains the valuable hands-on practical and emotional support we provide through our Helping Hand service.

P10B0017 DOWNLOAD

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Helping Hand – personal support whenever you need it

Helping Hand – personal support whenever you need it

This sales aid can we be used with your clients to give them an overview of the Helping Hand service.

SAP8PD0006 DOWNLOAD

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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

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Steve's story sales aid

Steve's story sales aid

This sales aid tells how Steve used Helping Hand to bridge the gap in care from the NHS, even when he didn't make a claim.

P10B0005 DOWNLOAD

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Pegasus Whole of Life Plan

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

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Personal Menu Plan

All you need to know about protection booklet

All you need to know about protection booklet

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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Promotional booklets

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

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Protecting your family and your home booklet

Protecting your family and your home booklet

This booklet explains why you need to protect more than just your home.

P1B0185 DOWNLOAD

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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

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What do I need to know about your protection plans booklet

What do I need to know about your protection plans booklet

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

P9B0098 DOWNLOAD

Sales aids

Bereavement support payments have changed

Bereavement support payments have changed

On 6 April 2017, the government changed the way bereavement benefits are paid. This sales aid demonstrates how this may affect your clients.

SAP8P10019 DOWNLOAD

Why use a trust?

Why use a trust?

This sales aid explains the uses and benefits of putting a protection plan in trust.

SAP8P10011 DOWNLOAD

orOrder copies:

Unemployment cover

Making a claim for unemployment cover

Making a claim for unemployment cover

Completing paperwork and form filling is time consuming so we try to make our claims process as straightforward as possible. This leaflet shows how our claims process works and what happens at each stage.

47G0489 DOWNLOAD

orOrder copies:
The need for Unemployment Cover sales aid

The need for Unemployment Cover sales aid

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

P1L0252 DOWNLOAD

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Income protection

Income Protection payments leaflet

Income Protection payments leaflet

This leaflet explains how the cover is flexible, how to reduce the cost of cover by changing the payment period or deferred period and how it can be tailored to suit the client’s budget.

P8PD0002 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

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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 benficiary - business trust

Deed to remove settlor as a discretionary benficiary - business trust

Deed to remove settlor as a discretionary benficiary - 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

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Forms - Relevant Life Plan

Relevant life policy nomination form

Relevant life policy nomination form

Relevant life policy nomination form

P9B0048 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

Online Trusts - All you need to know

Online Trusts - All you need to know

This sales aid explains our new online trust service

P8PD0003 DOWNLOAD

The benefits of trusts

The benefits of trusts

The benefits of trusts

SAP8P10008 DOWNLOAD

orOrder copies:
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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Why use a trust?

Why use a trust?

This sales aid explains the uses and benefits of putting a protection plan in trust.

SAP8P10011 DOWNLOAD

orOrder copies:

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

orOrder copies:
Good Parent Portfolio pack

Good Parent Portfolio pack

This pack contains all the sales aids you need to develop conversations about wills, trusts and guardianship. It contains flow charts to show the rules of intestacy, parental responsibility and guardianship.

P9B0061 PACK

Order copies:
Help your clients appoint a legal guardian sales aid

Help your clients appoint a legal guardian sales aid

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

P1B0114 DOWNLOAD

orOrder copies:

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

orOrder copies:
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

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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

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Trust forms

Data capture form for trust forms submitted online

Data capture form for trust forms submitted online

Data capture form for trust forms submitted online

AP8P10006 DOWNLOAD

Trust guides

A guide to the bypass trust

A guide to the bypass trust

A guide to the bypass trust

P8G0034 DOWNLOAD

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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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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

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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

orOrder copies:
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

orOrder copies:
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

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Underwriting

General

Guide to underwriting

Guide to underwriting

Guide to underwriting

P8G0011 DOWNLOAD

Sales aids

BMI values sales aid

BMI values sales aid

BMI values sales aid

P1RT0268 DOWNLOAD

Underwriting Limits sales aid

Underwriting Limits sales aid

Underwriting Limits

P8BD0085 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