instant

Name	Type	Expiry Date
Group Life and Critical Illness Continuation of Cover Declaration		01/03/2014
Health Declaration Update Form		01/04/2015
Equestrian Sports Supplementary Questionnaire.		01/01/2014
Yachting Supplementary Questionnaire.		01/01/2014
Diving Supplementary Questionnaire.		01/01/2014
Parachuting Supplementary Questionnaire.		01/01/2014
Health Declaration Form.		01/04/2015
Hang Gliding / Paragliding Supplementary Questionnaire.		01/01/2014
Mountaineering And Rock Climbing Supplementary Questionnaire.		01/01/2014
Motor Sports Supplementary Questionnaire.		01/01/2014
Aviation Or Ballooning Supplementary Questionnaire.		01/01/2014
Group Income Protection Continuation of Cover Declaration		01/03/2014
Back Disorder Questionnaire.		01/01/2014
Guide to Telephone Interviews (Little T)		01/08/2013
HIV Pre-Testing Leaflet		01/02/2013
Drugs Questionnaire.		01/01/2014

All
Sales Aids
Corporate Responsibility
Prospecting letters
Sales Brochures
Presentations
Factsheets and Guides

Name	Type	Expiry Date
Prospect Letter No. 3 (New Group Life Scheme)		01/10/2013
Prospect letter no. 2 (Generic- Employer Costs)		01/10/2013
Data Requirements Form.		01/07/2014
Prospect Letter No. 5 (GIP Generic)		01/12/2013
Prospect Letter No.6 (IP Services)		01/12/2013
Prospect Letter No. 8 (CIC Provision for Staff)		01/10/2013
Prospect Letter No. 9 (CIC Employer Costs)		01/12/2013
CMS VIP - An Experienced Team Working In Partnership With You.		01/08/2014
10 Reasons To Use Canada Life.		01/03/2013
Canada Life Strength, Stability And Security Brochure.		01/06/2012
One Time Underwriting On Canada Life Policies.		01/12/2012
Prospect letter no. 1 (Generic)		01/10/2013
Group Life Sales Brochure.		01/12/2012
Group Critical Illness Sales Brochure.		01/12/2012
Group Income Protection Product Features.		01/10/2012
Our Approach To Concentration Of Risk.		01/03/2014
CLASS Factsheet		01/08/2012
Group Income Protection Sales Brochure.		01/12/2012
Multinational Pooling Fact Sheet.		01/03/2014
Reap The Rewards With Canada Life's GIP Claims Management Services		01/03/2013
Service Standards Sales Aid		01/08/2012
Tele-Underwriting Sales Aid.		01/12/2012
GIP Limited Payment Period Sales Aid.		01/06/2012
Growing The Market With Canada Life Sales Aid.		01/09/2012
Timeline For Canada Life EIS And CMS Sales Aid.		01/02/2013
Capital Option Sales Aid.		01/09/2012
Critical Illness Sales Aid - 10 Reasons To Choose Canada Life.		01/01/2013
Critical Illness Sales Aid - The Chances Are...		01/12/2012
Critical Illness Sales Aid - The Cost Of Surviving A Critical Illness.		01/01/2013
Critical Illness Sales Aid - RED ARC & Best Doctors Case Studies.		01/12/2012
Why Choose Canada Life Group Insurance?		01/06/2012
GIP Case Studies - The Best Possible GIP Scheme Design.		01/10/2012
CLASS Terms Sales Aid.		01/03/2013
5 Quote Model Sales Aid.		01/09/2012
Added Value Services Summary Sales Aid.		01/12/2012
Pension Scheme Contribution (SIPP) Sales Aid		01/06/2012
CLASS Why Switch Sales Aid.		01/10/2013
CLASS Cross Sell Sales Aid.		01/09/2012
Canada Life Anti-Bribery And Corruption Policy (wef 01/07/2011)		01/08/2012
Why Choose Canada Life For Group Life Assurance.		01/06/2012
Why Choose Canada Life For Group Income Protection.		01/06/2012
Why Choose Canada Life For Group Critical Illness.		01/06/2012
CMS Core Overview Sales Aid.		01/10/2012
CMS Connect Overview Sales Aid.		01/10/2012
Critical Illness Sales Aid - Who Claims For What?		01/06/2012
Articulation Of Value Sales Aid / Discussion Document.		01/01/2015
GLA Product Summary.		01/02/2015
GIP Product Summary.		01/02/2015
GCI Product Summary.		01/02/2015
Brainshark Sales Aid.		01/04/2013
All In One Calculator Sales Aid.		01/04/2013

All
AAW and Late Entrants Forms
Direct Debit Mandates & Commission
Accounts & Administration Guides
General Admin Miscellaneous
Draft Trusts and Documentation
Change Of Policyholder

Name	Type	Expiry Date
Data Requirements Form.		01/07/2014
Expression of wish form		01/06/2012
Group Insurance Quotation Request Form - Excel Format	Excel	01/10/2014
Limited Company Corporate Trustee - Specimen Draft Deed & Rules		01/02/2014
Limited Company Individual Trustee - Specimen Draft Deed & Rules		01/02/2014
Partnership Individual Trustee - Specimen Draft Deed & Rules		01/02/2014
Sole Proprietor Individual Trustee - Specimen Draft Deed & Rules.		01/02/2014
Unit Rated Account Guide		01/03/2015
Canada Life Direct Debit Form		01/11/2013
Actively At Work Declaration		01/09/2012
Authorised Signatories.		01/03/2014
Commission Payments - BACS Authority.		01/09/2013
Group Life Assurance and Income Protection Late Entrant Form		01/06/2013
Temporary cover - a comparison between old and new terms		01/07/2014
Sole Proprietor Individual Trustee - Specimen Deed Of Amendment.		01/02/2014
Partnership Individual Trustee - Specimen Deed Of Amendment.		01/02/2014
Limited Company Corporate Trustee - Specimen Deed Of Amendment.		01/02/2014
Limited Company Individual Trustee - Specimen Deed Of Amendment.		01/02/2014
Data Suitability Checklist.		01/04/2013
Canada Life's Terms Of Business Application.		01/12/2012
Canada Life's Terms For Providing Cover Beyond The Cease Age.		01/10/2012
Canada Life's Terms For Cover Beyond The Cease Age - Where Previously Provided.		01/10/2012
Canada Life's Terms For Changing Cease Ages.		01/10/2012
GIP Temporary Cover Renewal Flyer.		01/10/2012
Scheme Administration Guide.		01/04/2014
GIP Change Of Policyholder.		01/01/2015
GCI Change Of Policyholder.		01/01/2015

All
GLA Policy Conditions
GLA Renewal
GLA Claims
GLA Technical Guides
GLA On Risk
Services - Bereavement Counselling

Name	Type	Expiry Date
Group Life Assurance Risk Details Form.		01/10/2014
Data Requirements Form.		01/07/2014
Group Life Assurance Claim Form.		01/03/2014
GLA Guide To Making A Claim FAQs.		01/03/2014
Group Life Assurance Trustees Proposal Form		01/03/2014
Group Life Assurance Membership Declaration		01/12/2012
Limited Company Corporate Trustee - Specimen Draft Deed & Rules		01/02/2014
Limited Company Individual Trustee - Specimen Draft Deed & Rules		01/02/2014
Partnership Individual Trustee - Specimen Draft Deed & Rules		01/02/2014
Sole Proprietor Individual Trustee - Specimen Draft Deed & Rules.		01/02/2014
Unit Rated Account Guide		01/03/2015
Avoiding Delays In Claims Assessment.		01/03/2014
Group Life Assurance Claims Appeals Process		01/03/2014
GLA Policy Conditions For Registered Occupational Pension Scheme		01/10/2014
GLA Registered Occupational Pension Schemes Technical Guide		01/10/2014
Excepted Group Life Policy For Lump Sum Death In Service Benefits (UK Trusts) Policy Conditions.		01/10/2014
Excepted Group Life Lump Sum Death In Service Benefits Technical Guide.		01/10/2014
Partner Group Life Assurance Risk Details Form.		01/05/2014
GLA Partners Of Employees Claim Form.		01/03/2014
Sole Proprietor Individual Trustee - Specimen Deed Of Amendment.		01/02/2014
Partnership Individual Trustee - Specimen Deed Of Amendment.		01/02/2014
Limited Company Corporate Trustee - Specimen Deed Of Amendment.		01/02/2014
Limited Company Individual Trustee - Specimen Deed Of Amendment.		01/02/2014
Bereavement Counselling Service And Probate Helpline Guide.		01/12/2012
GLA - Expression of Wishes Form		01/01/2013
iNVALUABLE - Bereavement Councelling & Probate Helpline Flyer		01/01/2013

All
Services- Working Well
GIP On Risk
GIP Renewal
GIP Claims
GIP Technical Guide and Policy Conditions
CMS
CMS VIP
Early Intervention Services

Name	Type	Expiry Date
Data Requirements Form.		01/07/2014
Group Income Protection Risk Details Form.		01/10/2014
Group Income Protection Employer's Proposal Form		01/03/2014
Group Income Protection Membership Declaration		01/12/2012
GIP Claim Form		01/08/2014
GIP Employee's Personal Continuation Statement.		01/08/2014
Group Income Protection Personal Statement (direct claims)		01/08/2014
Group Income Protection Personal Continuation Statement (direct claims)		01/08/2014
Claims Management Services - Claims Review Process Map		01/09/2013
Group Income Protection Technical Guide		01/10/2014
CMS VIP - An Experienced Team Working In Partnership With You.		01/08/2014
Claims Management Services - New Claims Process Map.		01/09/2013
GIP Claims Appeals Process.		01/09/2014
Unit Rated Account Guide		01/03/2015
Group Income Protection - Notes on completing a claim form		01/08/2014
Group Income Protection - A Guide To Making A Claim		01/08/2014
Group Income Protection Claims - An Employee's Guide		01/08/2014
Group Income Protection Policy Conditions		01/10/2014
Group Income Protection (Capital Plus) Policy Conditions		01/10/2014
Paying Group Income Protection Claims Direct To Employees		01/07/2012
Working Well - A Guide For Employees		01/04/2014
Working Well Organisation Guide.		01/04/2014
CMS Process.		01/02/2013
Group Income Protection Employee Personal Statement		01/08/2014
Managing Stress - An Employee's Guide.		01/09/2012
Stress Disorders - Practical Information For Employers		01/09/2012
Work Related Stress - An Employer's Guide		01/09/2012
Managing Stress - An Employer's Guide To Creating A Stress Policy		01/09/2012
Rehabilitating A Stressed Employee - An Employer's Guide.		01/09/2012
CMS Case Study December 2011 - Samantha		01/11/2012
CMS Case Study December 2011 - Fran		01/11/2012
CMS Case Study January 2012 - Graham.		01/01/2013
CMS VIP Visits Programme.		01/02/2013
CMS EIS Brochure Employer Guide.		01/03/2015

All
GCI On Risk
GCI Renewal
GCI Claims
GCI Technical Guides and Policy Conditions
Medical Attendant's Reports

Name	Type	Expiry Date
Data Requirements Form.		01/07/2014
Group Critical Illness Claim Form		01/05/2014
GCI personal statement - activities of daily living		01/05/2014
GCI Personal Statement.		01/05/2014
Group Critical Illness Membership Declaration.		01/12/2012
Group Critical Illness Technical Guide		01/12/2012
Group Critical Illness Policy Conditions		01/12/2012
Group Critical Illness Employer's Proposal		01/03/2014
Group Critical Illness Risk Details Form.		01/10/2014
GCI Guide to making a claim FAQ		01/05/2014
Unit Rated Account Guide		01/03/2015
GCI claims appeal process		01/05/2014
Critical Illness Claims Process Map		01/05/2014
GCI Member webguide		01/12/2012

All
Market Commentary
Press Releases
iNTOUCH Technical and Product Bulletins

Name	Type	Expiry Date
Market Commentary - Establishing a Scheme Prior to Registration with HMRC		01/08/2013
Market Commentary - GLA Requirements for an Excepted Group Life Policy		01/08/2013
iNTOUCH - Removal of DRA and Changes to Group Risk Products		01/12/2012
iNTOUCH - Modification of Scheme Rules Important Information for Registered		01/12/2012
iNTOUCH - Canada Life Substantially Revises Group Critical Illness Free Cover Levels		01/06/2012
iNTOUCH - The Agency Workers Regulations 2010		01/06/2012
iNTOUCH - Gender Directive		01/07/2012
iNTOUCH - Understanding the Changes to the SPA		01/09/2012
iNTOUCH - Removal of the Default Retirement Age - September 2011		01/09/2012
Press Release - Group Risk Predictions For 2012.		01/06/2012
Press Release - Employee Absence Reasons.		01/06/2012
iNTOUCH - Changes To The ESA And GIP Benefits.		01/04/2013
iNTOUCH - Fixed Protection Update.		01/04/2013
iNTOUCH - What Happens If A Scheme Is Not Set Up Correctly?		01/02/2015
iNTOUCH - Setting Up A Registered Scheme Correctly.		01/02/2015
iNTOUCH - Understanding PSO & PSTR Numbers.		01/02/2015

Name	Type	Expiry Date
Quick Guide To Flexible Benefits.		01/05/2014

Name	Type	Expiry Date
Best Doctors Case Study 1.		01/12/2012
Bereavement Counselling Service And Probate Helpline Guide.		01/12/2012
RED ARC Leaflet		01/12/2012
Best Doctors Case Study 2.		01/12/2012
InValuable EmployeeCare A5 Flyer		01/10/2012
iNVALUABLE - Bereavement Councelling & Probate Helpline Flyer		01/01/2013

Name	Type	Expiry Date
Managing Stress - An Employee's Guide.		01/09/2012
Stress Disorders - Practical Information For Employers		01/09/2012
Work Related Stress - An Employer's Guide		01/09/2012
Managing Stress - An Employer's Guide To Creating A Stress Policy		01/09/2012
Rehabilitating A Stressed Employee - An Employer's Guide.		01/09/2012
Well in Work - Stress Poster (Jan)		01/12/2012
New Year Resolutions For Healthier Workplace Article.		01/12/2012
Well In Work - Debt Management Poster.		01/01/2013
Well In Work - Debt Management Leaflet.		01/01/2013
Well In Work - Healthy Heart Poster.		01/12/2012

All
CLASS On Risk
Product Summary
CLASS Technical Guides
CLASS Policy Conditions

Name	Type	Expiry Date
CLASS Proforma		01/07/2014
CLASS Terms Sales Aid.		01/03/2013
CLASS eProduct Group Critical Illness Policy Conditions		01/05/2014
CLASS eProduct Group Income Protection Policy Document.		01/01/2015
CLASS eProduct Group Life Assurance Policy Conditions.		01/01/2015
CLASS eProduct Group Life Assurance Technical Guide.		01/01/2015
CLASS eProduct Group Income Protection Technical Guide.		01/01/2015
CLASS eProduct Group Critical Illness Technical Guide		01/05/2014
GLA Product Summary.		01/02/2015
GIP Product Summary.		01/02/2015
GCI Product Summary.		01/02/2015

Name	Type	Expiry Date
All iN One calculator - Excel Version 2002	Excel	01/03/2013
Brainshark Sales Aid.		01/04/2013
All iN One calculator - Excel Version 2007	Excel	01/03/2013
All In One Calculator Sales Aid.		01/04/2013

All
iNFORM Bulletins

Name	Type	Expiry Date
Working Well - A Guide For Employees		01/04/2014
Working Well Organisation Guide.		01/04/2014
Service Standards Sales Aid		01/08/2012
Timeline For Canada Life EIS And CMS Sales Aid.		01/02/2013
Business Care Brochure		01/06/2012
EAP Poster - Counselling		01/06/2012
EAP Poster - Health and Wellbeing		01/06/2012
EAP Poster - Medical advice		01/06/2012
Best Doctors Member Welcome Pack.		01/02/2013
Best Doctors Employee Summary Pack		01/06/2012
Best Doctors Poster		01/06/2012
Best Doctors Poster		01/06/2012
Absence First Form		01/06/2012
Absence First consent form		01/06/2012
EAP Poster - General		01/06/2012
Best Doctors Case Study 1.		01/12/2012
Bereavement Counselling Service And Probate Helpline Guide.		01/12/2012
iNFORM Technical Update Bulletin - Canada Life increases maximum Group Income Protection benefits		01/12/2012
RED ARC Leaflet		01/12/2012
Best Doctors Tool Kit		01/12/2015
iNFORM Bulletin - Agency Workers Regulations 2010 and implications for Group Risk benefits		01/06/2012
Best Doctors Case Study 2.		01/12/2012
iNFORM Technical Update Bulletin - Gender Directive		01/07/2012
InForm Technical Update Bulletin - Understanding The Changes To The SPA		01/09/2012
iNFORM Technical Update Bulletin - Changes to the Lifetime Allowance		01/11/2012
iNVALUABLE - Bereavement Councelling & Probate Helpline Flyer		01/01/2013
iNFORM Bulletin - Removal of DRA - Regulations for Group Risk		01/05/2013
iNFORM Technical Update Bulletin - Changes To The ESA And GIP Benefits		01/04/2013
iNFORM Technical Update Bulletin - Setting Up A Registered Scheme Correctly.		01/02/2015
iNFORM Technical Update Bulletin - Understanding PSO & PSTR Numbers.		01/02/2015
iNFORM Technical Update Bulletin - What Happens If A Registered Scheme Is Not Set Up Correctly.		01/02/2015

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