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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.
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.
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(recommencing a paid up policy) for both life and pensions, also in new business cases where existing evidence is out of date and new evidence may be required.
For new business only, to be used when applications and acceptance of terms are out of date, this form is used to provide Old Mutual Wealth with confirmation of a change in the client's health since the application was originally dated or the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.
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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