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Skandia Endowment Plan

  • Statement

    This form must be completed where changes are made to qualifying policies to ensure we maintain a record of the qualifying status of the plan.

    The information is required by HM Revenue & Customs. Completion is compulsory where changes are made from 6 April 2013 and must be done within three months of the date of the change.

  • Your Skandia Endowment Plan maturity payment instruction

    Use this form to specify where you want the proceeds of your Skandia Endowment Plan policy/policies to be sent.


Financial Adviser Verification