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).

Group Protection - Group Life

Policy Wording & Technical Guides

Title Reference Other versions
Master Trust Registered Group Life Technical Guide (260kb) GR01069 -
Master Trust Excepted Group Life Technical Guide (247kb) GR01070 -
Group Life Excepted Benefits Policy Wording (231kb) GR01001 -
Group Life Technical Guide for Excepted Benefits (259kb) GR01002 -
Group Life Registered Benefits Technical Guide (266kb) GR01003 Black & white document for Group Life Registered Benefits Technical Guide (259kb)
Group Life Policy Wording for Registered Benefits (234kb) GR01004 -
Supplementary Relevant Life Policy Technical Guide (304kb) GR01005 -
Supplementary Relevant Life Policy Wording (178kb) GR01006 -
Master Trust Group Life Insurance Registered Benefits Policy Wording (208kb) GR01060 -
Master Trust Group Life Insurance Excepted Benefits policy wording (210kb) GR01061 -

Forms

Title Reference Other versions
Tele-Interview Form (611kb) GR06023 -
Group Life Registered Scheme Rules Non Ltd (243kb) GR01035 -
Group Life Excepted Scheme Rules - Ltd Company (239kb) GR01033 -
Group Life Excepted Scheme Rules - Non Ltd Company (220kb) GR01034 -
Group Life Registered Scheme Rules - Ltd Company (246kb) GR01038 -
Group Life Application Form (609kb) GR01015 -
Group Protection Direct Debit Mandate (511kb) GR06142 -
Master Trust Group Life Application Form (578kb) GR01057 -
Group Protection Medical Declaration (725kb) GR06077 -
Group Life Expression of Wish Form (507kb) GR01045 -
Master Trust Claim Form (555kb) GR01058 -
Group Protection Policy Authorisation Form (608kb) GR01059 -
Group Protection Pre Renewal Information Form (76kb) GR06037 -
Group Protection Discretionary Entrant Form (624kb) GR06029 -

Brochures and Guides

Title Reference Other versions
Group Life cover employer brochure - Why, What and How (3835kb) GR01162 -
Bereavement and Legal Helpline - employee flyer (107kb) GR01066 -
Simple Group Life Flyer (92kb) GR01164 Black & white document for Simple Group Life Flyer (90kb)
Cancer in the workplace - interactive PDF (4941kb) GR06183 -
Salary Sacrifice FAQs (91kb) GR06151 -
Group Life - Who can sign a letter of authority (69kb) GR01031 -
Group Life - What it is and how it works (4005kb) GR01089 -
Added Value Services - Group Life Cover - employer (3818kb) GR01157 -
Master Trust Claims Leaflet (59kb) GR01064 -
Employer Master Trust Claims Leaflet (58kb) GR01065 -