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Protect

Key features and terms

    • Details of your Protect guaranteed whole life policy series 9

      Terms and conditions for Protect guaranteed whole life.

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    • Key features of Protect – flexible life and critical illness cover

      This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about Protect. It describes Protect 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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    • Explaining Protect – flexible life and critical illness cover

      This brochure gives details about how Protect policies work. You should read this document in conjunction with the Key Features Document for Protect, your personal Key Features Illustration and if you need more details of the policy terms.

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    • Details of your Protect life assurance policy series 9

      Terms and conditions for Protect.

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    • Details of your Protect critical illness policy series 9

      Terms and conditions for Protect critical illness cover

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Guides and brochures

    • Your guide to Protect underwriting

      This is a client guide to underwriting on Protect. As the guide is currently being updated it is temporarily unavailable.

Support material

    • A simple trust glossary

      This is a glossary to cover terms that are widely used in relation to trusts.

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    • Helping you understand inheritance tax planning

      This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.

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    • Your guide to UK inheritance tax and trusts

      This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.

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