This site is for financial advisers only, Click here for the consumer site.
We're here when you need us
“We aim to pay our clients quickly at what can be a very difficult time for them and their families, and our friendly team of experienced professionals treat them with empathy throughout this process”.
Andy Mason, Claims Specialist
LIFE COVER CLAIMS
CRITICAL ILLNESS CLAIMS
MAKING A CLAIM
How to make a claim
To make any claim on a life or critical illness policy, or a death claim on a pension or bond you can contact the claims team by phone, email or letter.
Who can make a claim?
What happens when you contact us?
We’ll send you a claim form and details of the other documents that may be required.For a death claim these could include:
For other claims such as a critical illness or disability we will also need to see medical reports and we will obtain these at our expense. Alternatively if your client has copies of their medical reports we may be able to accept these.Some older plans may include an element of investment in which case a valuation will be provided. The valuation will be at the next working day following receipt of the claim notification (assuming it arrives before 11am).
How long does a claim take?
Once we receive the completed forms and any documents or medical information we may need, we aim to pay a claim within two working days.
POLICY FINDER TOOL
Use this tool to identify and download the specific list of critical illnesses that a plan covers.
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual Wealth's homepage.