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Support

    • Things to consider when reviewing your plan

      The purpose of this leaflet is to help your client understanding their annual review and ensuring the plan continues to meet their needs.

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The Permanent Protection Plan

    • Things to consider when reviewing your plan

      The purpose of this leaflet is to help your client understanding their annual review and ensuring the plan continues to meet their needs.

      Download
    • Explaining the Permanent Protection Plan

      A detailed guide to the Permanent Protection Plan, a unit linked whole of life plan.

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Skandia Lifetime Plan

    • Things to consider when reviewing your plan

      The purpose of this leaflet is to help your client understanding their annual review and ensuring the plan continues to meet their needs.

      Download
    • Explaining the Skandia Lifetime Plan

      A detailed guide to the Skandia Lifetime Plan: a unit linked, whole of life, critical illness plan.

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    • Qualifying Policy 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.

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    • Applying for Skandia Lifetime Plan continuing cover

      Application form to be used when applying for Skandia Lifetime Plan continuing cover.

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    • Key features of the 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.

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    • Skandia Lifetime Plan Terms (Reference SLP8)

      Terms and conditions of the Skandia Lifetime Plan series 8

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    • Continuing Cover Benefit - Skandia Lifetime Plan

      A brief overview of the cover available after a claim on a Skandia Lifetime Plan

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    • Your Plan - Frequently asked questions

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The Skandia Plan

    • Things to consider when reviewing your plan

      The purpose of this leaflet is to help your client understanding their annual review and ensuring the plan continues to meet their needs.

      Download
    • Qualifying Policy 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.

      Download
    • Explaining The Skandia Plan

      A detailed guide to The Skandia Plan: a unit linked, whole of life plan.

      Download
    • Details of the Skandia Plan

      Download
    • Key features of The Skandia Plan

      Download
    • Your Plan - Frequently asked questions

      Download

Forms

    • Qualifying Policy 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.

      Download
    • Comprehensive declaration of health

      To be used for all non standard increases (increases over and above the standard inflation option) and reinstatements (recommencing a paid up policy) for both life and pensions, also in new business cases where existing evidence is out of date and new evidence may be required.

      Download
    • Declaration of continuing good health

      For new business only, to be used when applications and acceptance of terms are out of date, this form is used to provide Old Mutual Wealth with confirmation of a change in the client's health since the application was originally dated or the underwriting decision was made.

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    • Delegated switching authority

      This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

      Download
    • Fund switching authority

      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.

      Download
    • Withdrawal/closure form

      You can use this form to close your Skandia Lifetime Plan or The Skandia Plan.

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    • Old Mutual Wealth fund switch form

      This form is used to switch funds in Old Mutual Wealth's life and pension plans.

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