Life Insurance+

Policy Conditions

Title Reference Last updated
Life Insurance+ Policy Conditions pdf
AL50002 19-09-2021

Trust information

Title Reference Last updated
Aviva Survivor Trust (protection) pdf
AL53002 15-04-2021
Aviva Discretionary Gift Trust (protection) pdf
AL53003 15-04-2021
Information on online trusts pdf
AL53004 29-07-2020
Guide to trusts pdf
AL53005 09-04-2020
Deed of assignment (protection) pdf
AL53006 05-04-2022
Deed of appointment/retirement of trustees (protection) pdf
AL53007 15-04-2021
Deed of appointment of beneficiaries (protection) pdf
AL53008 23-03-2022
Expression of wishes (protection) pdf
AL53009 15-04-2021
Adviser guide to trusts pdf
AL99073 19-10-2021
Probate hurdles pdf
AL99074 01-06-2021
Benefits of trusts pdf
AL99075 01-04-2021
Guide for trustees pdf
PT38001 19-04-2022
Bare Trust (Protection) form pdf
AL14004 07-10-2021

Policy Summary

Title Reference Last updated
Life Insurance+ Policy Summary pdf
AL50001 19-09-2021

Brochures

Title Reference Last updated
Critical illness cover conditions guide pdf
AL51006 20-08-2021
Rental marketing guide pdf
PT15859 21-09-2020
Our Customer Stories pdf
PT151108 14-04-2022
Our Protection Products pdf
PT07280 21-04-2022
Individual protection claims report 2021 pdf
PT151147 20-05-2022
Digicare+ customer guide pdf
PT25001 10-03-2022

Technical guides

Title Reference Last updated
Global Treatment Statement of Facts pdf
PT151265 19-05-2022
Fracture Cover Statement of Facts pdf
PT151266 19-05-2022
Update on the implementation of the FCAs Pricing Practices Market Study pdf
AL12012 10-02-2022
Critical illness cover conditions guide pdf
AL51006 20-08-2021
A guide to medical conditions and the underwriting process pdf
PT15357 22-11-2021
Life Insurance+ Statement of Facts pdf
AL03024 20-09-2021
Guide to Business Tracking pdf
AL97107 05-05-2022
Automatic underwriting requirements pdf
AL98002 12-10-2021
Technical guide to protection pdf
AL99016 04-04-2022

Forms

Title Reference Last updated
Personal Protection Application and Data Capture Form pdf
AL55001 22-11-2021
Access to Medical Reports Declaration (for ALPS products only) pdf
AL99021 22-11-2021
ALPS Direct Debit Form pdf
AL99014 05-04-2022

Sales Aids

Title Reference Last updated
Protection Shield pdf
PT151071IFA 20-09-2021
Global Treatment interactive sales aid pdf
PT151204 20-09-2021
Life Insurance "What if?" A3 Poster pdf
PT07224_LI_A3 13-11-2020
Rental infographic pdf
PT15790c 31-05-2019
Targeting the right renters pdf
PT15810 30-06-2019
The value of protection infographic, print version pdf
PT15790 31-05-2019
Life Insurance "What if?" A4 Poster pdf
PT07224_LI_A4 13-11-2020
Reasons why client suitability letters pdf
AL99136 18-03-2022
Selling Protection+ a step by step guide pdf
PT07281 12-05-2022
What is protection? PDF pdf
PT07279 23-08-2020
Critical Illness cover speedy guide pdf
AL99083 01-09-2021
Shield Checklist pdf
PT151097 20-09-2021
What happens next? pdf
PT15825 22-11-2021
ALPS journey - Fair process notice pdf
AL55041 12-10-2021