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The Skandia Plan 

Guides and brochures

    • 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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    • 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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