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Services

Making a Life Claim

How to Make a Claim

Please tell us as soon as possible after a member’s death if you wish to make a claim. We will initially require:

  • A fully completed claim form signed by the scheme trustees or other agreed signatories
  • An original copy of the member's death certificate
  • Where a spouse’s/dependant’s pension is being claimed, original copies of a marriage certificate for a spouse, and birth certificates for the spouse and any other dependants who are to receive pension benefits
  • Evidence of a member's earnings where individual scheme data has not been provided at the commencement of risk or subsequently at the commencement of the current rate guarantee period (evidence can be copies of a member's last 3 full pay slips, a member's P60 or P14 for the last tax year).
Please attach original certificates to the claim form. These will be returned to the sender by recorded delivery within 24 hours of receipt. Please note that in all cases we are unable to accept copy certificates.

Once we have received all our initial requirements, we will advise you within 5 working days:
  •  of any further information we require to assess the validity of the claim, or
  •  if we are unable to admit the claim and the reason(s) why, or
  •  if we have all the information we require, after assessment, that we can admit the claim.
Please consult our Technical Guide, available to download below, for more detailed information on the claims process.

Contact Details

If you have any queries please do not hesitate to contact us on:
Telephone: 0117 921 2460
Facsimile: 0117 925 4468
Email: grouplifeclaims@canadalife.co.uk
Post: Life Claims Team
Group Insurance
Canada Life Limited
3 Rivergate
Temple Quay
Bristol
BS1 6ER
For further contact details please click here to go to our Contact Us page.



Resources


Group Life Assurance Claim Form

Group Life Assurance: Guide to Making a Claim

Technical Guide - Group Life Assurance for DIS Benefits under Registered Occupational Pension Schemes


 Page last updated 21.06.10 Page ID0304   Back to top


This website is for UK financial advisers and UK corporate customers only and is not approved for use by private customers.

Canada Life Group consists of Canada Life Limited, Canada Life Asset Management Limited (both authorised and regulated by the Financial Services Authority), Canada Life International Limited and CLI Institutional Limited (Isle of Man registered companies authorised and regulated by the Isle of Man Insurance and Pensions Authority). All promotional material produced is approved by Canada Life Limited.

Canada Life Limited is registered in England at Canada Life Place , Potters Bar, Hertfordshire EN6 5BA, with company registered number: 973271. Telephone: 01707-651122; Fax: 01707-646088. Canada Life Limited is a member of the ABI.

CLFIS (UK) Limited, an associate company of Canada Life Limited, is registered in England at Canada Life Place, Potters Bar, Hertfordshire EN6 5BA, with company registered number: 4356028

Canada Life Asset Management Limited is registered in England at Canada Life Place, Potters Bar, Hertfordshire EN6 5BA, with company registered number: 3846821.