Whole of Life Insurance+

Technical Guides

Title Reference Last updated
Technical guide to protection pdf
AL99016 20-08-2020
A guide to medical conditions and the underwriting process pdf
PT15357 05-11-2019
Automatic underwriting requirements pdf
AL98002 17-09-2019
Whole of Life Insurance - Statement of Facts pdf
AL14021 28-07-2020
Guide to Business Tracking pdf
AL97107 21-09-2020

Brochures

Title Reference Last updated
Whole of Life Insurance+ in focus guide pdf
AL14008 24-04-2019
Support Plus guide pdf
AL54004 10-02-2020

Policy Summary

Title Reference Last updated
Whole of Life Insurance+ Policy Summary pdf
AL50007 29-06-2020

Policy Conditions

Title Reference Last updated
Whole of Life Insurance+ Policy Conditions pdf
AL50008 29-06-2020

Sales Aids

Title Reference Last updated
ALPS journey - Fair process notice pdf
AL55041 31-05-2019
Our High Value team pdf
AL98059 03-04-2020
Reasons why client suitability letters pdf
AL99136 20-08-2020
Support Services - customer facing guide pdf
PT15883 03-02-2020

Forms

Title Reference Last updated
Access to Medical Reports Declaration (for ALPS products only) pdf
AL99021 16-05-2018
Personal Protection Application and Data Capture Form pdf
AL55001 10-07-2020
Whole of Life Insurance+ Application and Data Capture Form pdf
AL55036 10-07-2020
ALPS Direct Debit Form pdf
AL99014 04-06-2019

Trust Information

Title Reference Last updated
Aviva Survivor Trust (protection) pdf
AL53002 04-06-2020
Aviva Discretionary Gift Trust (protection) pdf
AL53003 29-05-2020
Adviser guide to trusts pdf
AL99073 31-05-2019
Probate hurdles pdf
AL99074 21-09-2020
Deed of assignment (protection) pdf
AL53006 24-03-2020
Deed of appointment/retirement of trustees (protection) pdf
AL53007 25-03-2020
Expression of wishes (protection) pdf
AL53009 05-03-2020
Guide for trustees pdf
PT38001 16-07-2019
Deed of appointment of beneficiaries (protection) pdf
AL53008 24-06-2019
Benefits of trusts pdf
AL99075 30-06-2020
Information on online trusts pdf
AL53004 29-07-2020
Bare Trust (Protection) form pdf
AL14004 05-06-2020
Guide to trusts pdf
AL53005 09-04-2020

Estate and Inheritance tax planning

Title Reference Last updated
Estate and IHT planning - how Aviva can help pdf
AL55038 06-05-2020
Business development - protecting assets pdf
AL55039 20-05-2020