Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Business Protection - Adviser Portal Library - Relevant Life Insurance

Admin Forms

Title Reference Other versions
ALPS business protection Data Capture and Application (1701kb) AL99017 -
Access to Medical Reports Declaration (for ALPS products only) (518kb) AL99021 Black & white document for Access to Medical Reports Declaration (for ALPS products only) (517kb)
ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover) (634kb) AL99035 Black & white document for ALPS Full Financial Questionnaire (For use if overall cover is more than 2m life insurance or 1m critical illness cover) (634kb)
ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover) (570kb) AL99036 Black & white document for ALPS Short Financial Questionnaire (For use if overall cover is up to 2m life insurance or 1m critical illness cover) (570kb)
Relevant Life Insurance continuation benefit form - employee replacement cover (634kb) AL18037 Black & white document for Relevant Life Insurance continuation benefit form - employee replacement cover (634kb)
Relevant Life Insurance Discretionary Trust Form (846kb) AL18003 Black & white document for Relevant Life Insurance Discretionary Trust Form (843kb)
Relevant Life Insurance Continuation form - Change of employer (616kb) AL18006.PDF -
Relevant Life Insurance Continuation form - Revert to employee (660kb) AL18007 -
Relevant Life Insurance Deed of appointment and/or retirement of trustees (145kb) AL18016 Black & white document for Relevant Life Insurance Deed of appointment and/or retirement of trustees (145kb)
Relevant Life Insurance Deed of appointment of beneficiaries (95kb) AL18017 Black & white document for Relevant Life Insurance Deed of appointment of beneficiaries (95kb)
Relevant Life Expression of Wishes (532kb) AL18018 -
Relevant Life Insurance-Relevant life insurance change benefit form (212kb) AL18019 -
Relevant Life Insurance-Relevant life insurance policy change form (959kb) AL18020 -

Brochures & Guides

Title Reference Other versions
Protection Occupation Guide (522kb) AL99138 -
Why choose us for business protection (133kb) AL98015 Black & white document for Why choose us for business protection (130kb)
Relevant Life Insurance - example case studies (350kb) AL18033 Black & white document for Relevant Life Insurance - example case studies (309kb)
Relevant Life Insurance - Q&As (79kb) AL18028 Black & white document for Relevant Life Insurance - Q&As (74kb)
Reasons why - client suitability letter (100kb) AL98044 Black & white document for Reasons why - client suitability letter (94kb)
Our High Value team (2142kb) AL98059 Black & white document for Our High Value team (428kb)
Introducing Relevant Life Insurance (1474kb) AL18009 Black & white document for Introducing Relevant Life Insurance (936kb)
Relevant Life Insurance - at a glance (714kb) AL18010 Black & white document for Relevant Life Insurance - at a glance (557kb)
A guide to our Relevant Life Trust (488kb) AL18011 Black & white document for A guide to our Relevant Life Trust (353kb)
Understanding Relevant Life with employee significant illness (647kb) AL18012 Black & white document for Understanding Relevant Life with employee significant illness (464kb)
Relevant Life Insurance - in focus (626kb) AL18013 Black & white document for Relevant Life Insurance - in focus (637kb)

Policy Conditions

Title Reference Other versions
Relevant Life Insurance Policy Conditions (293kb) AL18005 Black & white document for Relevant Life Insurance Policy Conditions (290kb)

Policy Summary

Title Reference Other versions
Relevant Life Policy Summary (286kb) AL18004 Black & white document for Relevant Life Policy Summary (282kb)