Relevant Life Insurance

Policy Summary

Title Reference Last updated
Relevant Life Policy Summary PDF
AL18004 19-11-2023

Policy Conditions

Title Reference Last updated
Relevant Life Insurance Policy Conditions PDF
AL18005 19-11-2023

Admin Forms

Title Reference Last updated
ALPS Direct Debit Form PDF
AL99014 05-04-2022
Relevant Life Insurance Discretionary Trust Form PDF
AL18003 13-12-2022
Relevant Life Insurance Deed of appointment and/or retirement of trustees PDF
AL18016 18-01-2022
Relevant Life Insurance Deed of appointment of beneficiaries PDF
AL18017 18-01-2022
Relevant Life Expression of Wishes PDF
AL18018 02-09-2022
Access to Medical Reports Declaration (for ALPS products only) PDF
AL99021 03-07-2023
ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover) PDF
AL99035 22-06-2022
ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover) PDF
AL99036 22-06-2022
ALPS Business Protection Data Capture and Application PDF
AL99017 18-06-2023

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.

Title Reference Last updated
Relevant Life Insurance Continuation form - employee replacement cover - If applied for post-18.03.2018, email lpnbopt@aviva.com PDF
AL18037 10-03-2023
Relevant Life Insurance Continuation form (Change of employer) send to lpnbopt@aviva.com. PDF
AL18006 01-07-2022
Relevant Life Insurance Continuation form (Revert to employee) If pre 18.03.2018, send to lpnbopt@aviva.com PDF
AL18007 16-06-2022

Brochures & Guides

Title Reference Last updated
Why choose us for business protection PDF
AL98015 23-03-2023
Reasons why - for use in client suitability letters PDF
AL98044 26-04-2023
Our High Value team PDF
AL98059 15-05-2023
Introducing Relevant Life Insurance PDF
AL18009 13-06-2023
A guide to our Relevant Life Insurance Trust PDF
AL18011 03-05-2023
Understanding Relevant Life Insurance with employee significant illness PDF
AL18012 21-12-2022
Relevant Life Insurance - in focus PDF
AL18013 03-05-2023

Technical Guides

Title Reference Last updated
Business Protection - Relevant Life Insurance - Statement of facts PDF
AL18045 20-04-2023