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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.

    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.

    Download
  • Old Mutual Wealth fund switch form

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

    Download

Financial Adviser Verification