Relevant Life Insurance

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Policy Summary
AL18004 Relevant Life Policy Summary - PDF 19-11-2023 Download Relevant Life Policy Summary
Policy Conditions
AL18005 Relevant Life Insurance Policy Conditions - PDF 19-11-2023 Download Relevant Life Insurance Policy Conditions
Admin Forms
AL99014 ALPS Direct Debit Form - PDF 05-04-2022 Download ALPS Direct Debit Form
AL18003 Relevant Life Insurance Discretionary Trust Form - PDF 13-12-2022 Download Relevant Life Insurance Discretionary Trust Form
AL18016 Relevant Life Insurance Deed of appointment and/or retirement of trustees - PDF 18-01-2022 Download Relevant Life Insurance Deed of appointment and/or retirement of trustees
AL18017 Relevant Life Insurance Deed of appointment of beneficiaries - PDF 18-01-2022 Download Relevant Life Insurance Deed of appointment of beneficiaries
AL18018 Relevant Life Expression of Wishes - PDF 02-09-2022 Download Relevant Life Expression of Wishes
AL99021 Access to Medical Reports Declaration (for ALPS products only) - PDF 03-07-2023 Download Access to Medical Reports Declaration (for ALPS products only)
AL99035 ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover) - PDF 22-06-2022 Download ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover)
AL99036 ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover) - PDF 07-10-2024 Download ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover)
AL99017 ALPS Business Protection Data Capture and Application - PDF 20-08-2024 Download ALPS Business Protection Data Capture and Application
Admin Forms (Continuation) - There are two versions of the Relevant Life Insurance product depending on when the policy was applied for. Please note the dates in the title of the document to find out the correct form for your customer.
AL18037 Relevant Life Insurance Continuation form - employee replacement cover - If applied for post-18.03.2018, email lpnbopt@aviva.com - PDF 10-03-2023 Download Relevant Life Insurance Continuation form - employee replacement cover - If applied for post-18.03.2018, email lpnbopt@aviva.com
AL18006 Relevant Life Insurance Continuation form (Change of employer) send to lpnbopt@aviva.com. - PDF 01-07-2022 Download Relevant Life Insurance Continuation form (Change of employer) send to lpnbopt@aviva.com.
AL18007 Relevant Life Insurance Continuation form (Revert to employee) If pre 18.03.2018, send to lpnbopt@aviva.com - PDF 16-06-2022 Download Relevant Life Insurance Continuation form (Revert to employee) If pre 18.03.2018, send to lpnbopt@aviva.com
Brochures & Guides
AL98015 Why choose us for your business protection clients - PDF 28-05-2024 Download Why choose us for your business protection clients
AL98044 Reasons Why - for use in client suitability letters. For BLIO and RLI - PDF 16-05-2024 Download Reasons Why - for use in client suitability letters. For BLIO and RLI
AL98059 Our High Value team - PDF 04-09-2024 Download Our High Value team
AL18009 Introducing Relevant Life Insurance - PDF 02-08-2024 Download Introducing Relevant Life Insurance
AL18011 A guide to our Relevant Life Insurance Trust - PDF 03-05-2023 Download A guide to our Relevant Life Insurance Trust
AL18012 Understanding Relevant Life Insurance with employee significant illness - PDF 21-12-2022 Download Understanding Relevant Life Insurance with employee significant illness
AL18013 Relevant Life Insurance - in focus - PDF 03-05-2023 Download Relevant Life Insurance - in focus
Technical Guides
AL18045 Business Protection - Relevant Life Insurance - Statement of facts - PDF 20-04-2023 Download Business Protection - Relevant Life Insurance - Statement of facts

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