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Guides for products closed to new business


If you need to contact us about your plan you can e-mail us at reviews@omwealth.com. Alternatively, you can call our Customer Service Centre on Freephone 0808 171 2576 between 8am and 7pm, Monday to Friday, but please remember that we are unable to give financial advise. 


Protect

    • 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.

      Download
    • Details of your Protect critical illness cover policy series 10

      Terms and conditions for Protect critical illness cover effective from 16 October 2019.

      Download
    • 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 (Fixed or Rolling term)

      Terms and conditions for Protect.

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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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Support

    • 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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The Permanent Protection 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.

      Download

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.

      Download
    • Explaining the Skandia Lifetime Plan

      A detailed guide to the Skandia Lifetime Plan: a unit linked, whole of life, critical illness plan.

      Download

The Skandia 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.

      Download
    • Explaining The Skandia Plan

      A detailed guide to The Skandia Plan: a unit linked, whole of life plan.

      Download

Forms

    • Withdrawal/closure form

      You can use this form to close your Skandia Lifetime Plan or The Skandia Plan.

      Download