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).

Personal Protection - Adviser Portal Library - Income Protection Plus

Policy Summary

Title Reference Other versions
Income Protection+ Policy Summary (260kb) AL52001 Black & white document for Income Protection+ Policy Summary (257kb)

Policy Conditions

Title Reference Other versions
Income Protection+ Policy Conditions (381kb) AL52002 Black & white document for Income Protection+ Policy Conditions (377kb)

Brochures

Title Reference Other versions
Protection Occupation Guide (495kb) AL99138 Black & white document for Protection Occupation Guide (491kb)
Income Protection+ in focus guide (2213kb) AL52003 Black & white document for Income Protection+ in focus guide (1513kb)
Income Protection+ at a glance (69kb) AL52006 Black & white document for Income Protection+ at a glance (66kb)
Baby Sarah Global Treatment case study (142kb) PT15870 Black & white document for Baby Sarah Global Treatment case study (123kb)
Maxines case study (84kb) PT15867 -
IP+ arrangements for NHS staff (1416kb) IP01148 -
Support Plus guide (611kb) AL54004 Black & white document for Support Plus guide (556kb)
Guide to Global Treatment (1418kb) AL99070 Black & white document for Guide to Global Treatment (910kb)
Guide to Fracture Cover (641kb) AL99071 Black & white document for Guide to Fracture Cover (479kb)

Forms

Title Reference Other versions
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)
Policy change application form - for income protection (1578kb) AL52004 Black & white document for Policy change application form - for income protection (32kb)
ALPS Life event benefit - additional cover for income protection application form (728kb) AL52026 -
Family Carer Benefit Claim form (639kb) IP01127 -
Trauma Benefit Claim Form (594kb) IP01128 -
Personal Protection Application and Data Capture Form (1896kb) AL55001 -
Fracture Claim payment form - 1 life covered (556kb) IP01133 -
Life event benefit - additional cover for life insurance or critical illness cover (821kb) AL55026 -
Employer Information Form (551kb) IP01005 -
Fracture Claim payment form - 2 lives covered (557kb) IP01134 -

Sales Aids

Title Reference Other versions
Income Protection Claims Sales Aid (413kb) PT15953 -
Infographic - Musculoskeletal injuries (70kb) AL52008 Black & white document for Infographic - Musculoskeletal injuries (67kb)
Protecting your clients, made easier-sales aid (1878kb) PT15937 -
ALPS journey - Fair process notice (120kb) AL55041 -
IP Infographic - Mental health (67kb) AL52009 -
Targeting the right renters (3252kb) PT15810 -
Jason's story - income protection case study (115kb) PT15843 -
Karen's story - income protection case study (80kb) PT15844 -
Infographic - statistically speaking (74kb) AL52007 Black & white document for Infographic - statistically speaking (74kb)
The value of protection for renters infographic, on screen version (202kb) PT15790 -
Reasons why client suitability letters (175kb) AL99136 -
Timeline of decline infographic, on screen version (3344kb) PT15808 -
Individual Protection Claims Report 2019 (5048kb) PT15943 -
Our High Value team (224kb) AL98059 Black & white document for Our High Value team (197kb)
Income protection case study (215kb) PT15821 Black & white document for Income protection case study (182kb)
CI and IP working together - What if... (119kb) AL52013 Black & white document for CI and IP working together - What if... (117kb)
Support Services - customer facing guide (3069kb) PT15883 Black & white document for Support Services - customer facing guide (1602kb)
Rental marketing guide (1597kb) PT15859 -
What happens next? (456kb) PT15825 Black & white document for What happens next? (320kb)
Infographic -Family Finances 2018 (108kb) AL98063 Black & white document for Infographic -Family Finances 2018 (108kb)
Amanda & John's story case study (88kb) PT32011 -

Technical guides

Title Reference Other versions
Guide to Business Tracking (165kb) AL97107 Black & white document for Guide to Business Tracking (133kb)
Technical guide to protection (821kb) AL99016 Black & white document for Technical guide to protection (877kb)
A guide to medical conditions and the underwriting process (388kb) PT15357 Black & white document for A guide to medical conditions and the underwriting process (384kb)
Income Protection - Statement of Facts (92kb) IP01166 -
Automatic underwriting requirements (153kb) AL98002 Black & white document for Automatic underwriting requirements (150kb)