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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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