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These products are administered by Old Mutual Wealth Life Assurance Ltd which is part of the ReAssure Group.
Application form for use with the First Time Cover option available on series 10 Protect critical illness policies.
Application form to be used when applying for Protect continuing cover. Applicable to joint life first death fixed or rolling term policies only.
Application form to be used when applying for Protect after-claim cover following a critical illness claim for cancer.
Application form to be used when applying for Protect after-claim cover following a claim other than cancer.
Terms and conditions for Protect guaranteed whole life.
This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about Protect. It describes Protect and its benefits along with the potential risks involved with this type of policy. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration and Terms and Conditions.
Terms and conditions for Protect critical illness cover effective from 16 October 2019.
This brochure gives details about how Protect policies work. You should read this document in conjunction with the Key Features Document for Protect, your personal Key Features Illustration and if you need more details of the policy terms.
Terms and conditions of Protect critical illness after-claim cover
Terms and conditions for Protect.
A technical guide for financial advisers about Protect.
This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.
The purpose of this leaflet is to help your client understanding their annual review and ensuring the plan continues to meet their needs.
A detailed guide to the Permanent Protection Plan, a unit linked whole of life plan.
A detailed guide to the Skandia Lifetime Plan: a unit linked, whole of life, critical illness plan.
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.
Application form to be used when applying for Skandia Lifetime Plan continuing cover.
This Key features document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Lifetime Plan continuing cover: cover taken out after a claim on an existing Skandia Lifetime Plan. It describes the cover and its benefits along with the potential risks involved with this type of policy. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration and Terms and Conditions.
Terms and conditions of the Skandia Lifetime Plan series 8
A brief overview of the cover available after a claim on a Skandia Lifetime Plan
A detailed guide to The Skandia Plan: a unit linked, whole of life plan.
This form is used to delegate switching authority to an authorised third party, other than your financial adviser.
This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.
You can use this form to close your Skandia Lifetime Plan or The Skandia Plan.
This form is used to switch funds in Old Mutual Wealth's life and pension plans.
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