Whole of Life Insurance+

Technical Guides

Title Reference Last updated
Your technical guide to protection at Aviva PDF
AL99016 19-11-2023
A guide to medical conditions and the underwriting process PDF
PT15357 16-10-2022
Automatic underwriting requirements PDF
AL98002 07-07-2023
Personal Protection - Whole of Life Insurance+ - Statement of facts PDF
AL14021 20-04-2023
Guide to Business Tracking PDF
AL97107 16-10-2022

Brochures

Title Reference Last updated
Whole of Life Insurance+ in focus guide PDF
AL14008 12-06-2023
Gift intervivos sales aid PDF
PT05043 15-03-2023
Individual protection claims report PDF
pt151147 15-05-2023

Policy Summary

Title Reference Last updated
Whole of Life Insurance+ Policy Summary PDF
AL50007 26-03-2023

Policy Conditions

Title Reference Last updated
Whole of Life Insurance+ Policy Conditions PDF
AL50008 26-03-2023

Sales Aids

Title Reference Last updated
ALPS journey - Fair process notice PDF
AL55041 12-10-2021
Our High Value team PDF
AL98059 15-05-2023
Reasons why client suitability letters PDF
AL99136 27-03-2023
Individual protection claims report 2023 PDF
PT151147 15-05-2023

Forms

Title Reference Last updated
Access to Medical Reports Declaration (for ALPS products only) PDF
AL99021 03-07-2023
Whole of Life Insurance+ Application and Data Capture Form PDF
AL55036 18-06-2023
ALPS Direct Debit Form PDF
AL99014 05-04-2022

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
Adviser guide to trusts PDF
AL99073 23-05-2023
Deed of assignment (protection) PDF
AL53006 05-04-2022
Deed of appointment/retirement of trustees (protection) PDF
AL53007 30-01-2023
Expression of wishes (protection) PDF
AL53009 10-02-2023
Guide for trustees PDF
PT38001 27-04-2023
Deed of appointment of beneficiaries (protection) PDF
AL53008 23-03-2022
Benefits of trusts customer guide PDF
AL99075 27-04-2023
Bare Trust (Protection) form PDF
AL14004 26-06-2023
Aviva's protection trusts and inheritance tax PDF
AL53005 01-06-2023

Estate and Inheritance tax planning

Title Reference Last updated
Business development - protecting assets PDF
AL55039 16-06-2022