Life Insurance+

Technical guides

Title Reference Last updated
Personal Protection - Global Treatment - Statement of facts PDF
PT151265 20-04-2023
Personal Protection - Fracture Cover - Statement of facts PDF
PT151266 20-04-2023
Understanding underwriting - A guide to medical conditions and the underwriting process PDF
PT15357 15-04-2024
Personal Protection - Life Insurance+ - Statement of facts PDF
AL03024 20-04-2023
Guide to Business Tracking PDF
AL97107 16-10-2022
Automatic underwriting requirements PDF
AL98002cpdf 03-04-2024
Your technical guide to protection at Aviva PDF
AL99016 19-11-2023

Policy Conditions

Title Reference Last updated
Life Insurance+ Policy Conditions PDF
AL50002 19-11-2023

Trust information

Title Reference Last updated
Aviva Survivor Trust (protection) PDF
AL53002 06-06-2023
Aviva Discretionary Gift Trust (protection) PDF
AL53003 25-07-2023
Aviva's protection trusts and inheritance tax PDF
AL53005 01-06-2023
Deed of assignment (protection) PDF
AL53006 05-04-2022
Deed of appointment/retirement of trustees (protection) PDF
AL53007 30-01-2023
Deed of appointment of beneficiaries (protection) PDF
AL53008 23-03-2022
Expression of wishes (protection) PDF
AL53009 10-02-2023
Aviva online trusts, a brief guide PDF
AL99073 02-06-2024
Benefits of trusts customer guide PDF
AL99075 12-04-2024
Guide for trustees PDF
PT38001 01-04-2024
Bare Trust (Protection) form PDF
AL14004 26-06-2023

Brochures

Title Reference Last updated
Customer stories brochure PDF
PT151108 06-03-2024
Personal Protection Product Guide PDF
PT07280 08-01-2024
Your guide to Aviva DigiCare+ PDF
Pt25001 29-02-2024
Gift intervivos sales aid PDF
PT05043 15-03-2023
Individual protection claims report 2024 PDF
PT151147 22-04-2024

Policy Summary

Title Reference Last updated
Life Insurance+ Policy Summary PDF
AL50001 19-09-2022

Forms

Title Reference Last updated
Personal Protection Application and Data Capture Form PDF
AL55001 18-06-2023
Access to Medical Reports Declaration (for ALPS products only) PDF
AL99021 03-07-2023
ALPS Direct Debit Form PDF
AL99014 05-04-2022

Sales Aids

Title Reference Last updated
Shield sales aid PDF
PT151071 22-04-2024
Global Treatment sales aid PDF
PT151204 11-07-2023
Targeting the right renters PDF
PT15810 10-05-2023
Reasons why for use in client suitability letters PDF
Al99136 29-02-2024
Selling protection, a step-by-step guide PDF
PT07281 08-01-2024
Critical Illness cover speedy guide PDF
AL99083 27-02-2023
Protection shield customer checklist PDF
PT151097 08-01-2024
What happens next? PDF
PT15825 22-11-2021
ALPS journey - Fair process notice PDF
AL55041 12-10-2021
Fracture cover sales aid PDF
pt151371 19-03-2024