Customer information

Item Audience Order quantity
All about claims
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Critical illness and total and permanent disability claims guide
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Critical illness claims - the facts and figures
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Definitions guide
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Personal income protection claims guide
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Personal protection key features
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Adviser guides

Item Audience Order quantity
A guide to our individual protection online service
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Flexible trust deed
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How to sail through online
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Managing clients expectations
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New business tracking guide
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Online submission workflow
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Personal protection technical guide
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Understanding claims guide for advisers
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Underwriting Limits guide
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Forms

Item Audience Order quantity
CVI private individual
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Deed of Assignment/Assignation
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Direct Debit instruction - Lytham only
For Protection only
N/A Sorry, this feature is not supported by your browser
Flexible trust deed
Client Sorry, this feature is not supported by your browser
Flexible trust deed – Scots law
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GP consent declaration (AMRA)
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Personal Protection application form
Client Sorry, this feature is not supported by your browser
Personal Protection data capture form
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Sales aids

Item Audience Order quantity
A guide to the Flexible Trust
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Funding your child's education
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General checklist for completing an application form
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Gifts that make a difference
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Keep your children in safe hands
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Keeping the home advantage
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Medical reminders for completing an application form
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Multi-benefits applications
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Our critical illness proposition - what we've changed
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Personal liability audit form
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Protecting against debt worries
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Protecting your children after a divorce
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Protecting your pension
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Protecting your tenancy
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The key steps to making an income protection claim
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The law of intestate succession - England and Wales only
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Underwriting support
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What are your clients’ protection priorities?
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Underwriting questionnaires

Item Audience Order quantity
Armed forces questionnaire
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Arthritis questionnaire
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Aviation questionnaire
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Aviation related questionnaire
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Blood disorder or anaemia questionnaire
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Caving/Potholing questionnaire
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Chest complaints questionnaire
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Commercial diving questionnaire
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Commercial fishing questionnaire
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Digestive, kidneys and liver medical questionnaire
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Drugs questionnaire
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Epilepsy questionnaire
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Gynaecological questionnaire
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Joint questionnaire
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Motor sports questionnaire
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Mountaineering questionnaire
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Oil Rig/Oil Platform questionnaire
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Personal and Family Protection Financial Questionnaire
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Pre-sale underwriting questionnaire
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Raised blood pressure questionnaire
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Sailing questionnaire
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Sports diving questionnaire
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Stress/Anxiety/Depression medical questionnaire
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Thyroid questionnaire
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