Flexible Life Plan
Whole of Life protection for your complete peace of mind
Our whole of life protection is designed to protect your family by covering an inheritance tax liability or supporting your business protection needs.
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Adviser guides
Product guide
Flexible Life Plan application forms
Medical Questionnaire forms
Bare Gift Trust Tax Notes
Discretionary Gift Trust Tax Notes
Business Trust Tax Notes
Suitability Letters
A Guide to Medical Evidence Requirements
Fund Switch Request
Fund Redirection Request
Change of circumstances
Currently unavailable