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Products closed to new business

These products are administered by Old Mutual Wealth Life Assurance Ltd which is part of the ReAssure Group.

Protect

    • First Time Cover application form

      Application form for use with the First Time Cover option available on series 10 Protect critical illness policies.

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    • Applying for Protect continuing cover

      Application form to be used when applying for Protect continuing cover. Applicable to joint life first death fixed or rolling term policies only.

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    • Applying for Protect after-claim cover 1

      Application form to be used when applying for Protect after-claim cover following a critical illness claim for cancer.

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    • Applying for Protect after-claim cover 2

      Application form to be used when applying for Protect after-claim cover following a claim other than cancer.

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    • Details of your Protect guaranteed whole life policy series 9

      Terms and conditions for Protect guaranteed whole life.

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    • Key features of Protect – flexible life and critical illness cover

      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.

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    • Details of your Protect critical illness cover policy series 10

      Terms and conditions for Protect critical illness cover effective from 16 October 2019.

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    • Explaining Protect – flexible life and critical illness cover

      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.

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    • Details of your Protect life assurance after-claim policy series 3

      Terms and conditions of Protect critical illness after-claim cover

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    • Details of your Protect life assurance policy series 9 (Fixed or Rolling term)

      Terms and conditions for Protect.

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    • After Claims - Series 10 Policy Terms

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    • About Protect

      A technical guide for financial advisers about Protect.

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    • Your guide to the illnesses covered

      A technical guide for financial advisers about Protect.

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    • Your guide to UK inheritance tax and trusts

      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.

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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.

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    • 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.

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    • 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.

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    • Details of the Skandia Plan

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    • Key features of The Skandia Plan

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    • Your Plan - Frequently asked questions

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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
    • Delegated switching authority

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

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    • 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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Financial Adviser Verification