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 - Whole of Life Insurance

Estate and Inheritance tax planning

Title Reference Other versions
Business development - protecting assets (80kb) AL55039 Black & white document for Business development - protecting assets (74kb)
Estate and IHT planning - how Aviva can help (72kb) AL55038 Black & white document for Estate and IHT planning - how Aviva can help (66kb)

Policy Summary

Title Reference Other versions
Whole of Life Insurance+ Policy Summary (199kb) AL50007 Black & white document for Whole of Life Insurance+ Policy Summary (202kb)

Policy Conditions

Title Reference Other versions
Whole of Life Insurance+ Policy Conditions (280kb) AL50008 Black & white document for Whole of Life Insurance+ Policy Conditions (284kb)

Forms

Title Reference Other versions
ALPS Policy change application form - for whole of life insurance (1256kb) AL50011 -
Access to Medical Reports Declaration (for ALPS products only) (518kb) AL99021 Black & white document for Access to Medical Reports Declaration (for ALPS products only) (518kb)
Personal Protection Application and Data Capture Form (2016kb) AL55001 -
Separation benefit application form - for life insurance, critical illness cover and whole of life insurance (689kb) AL99027 -
Whole of Life Insurance+ Application and Data Capture Form (1511kb) AL55036 -
ALPS Life event and IHT benefit application form - additional cover for whole of life insurance (711kb) AL50010 -

Trust Information

Title Reference Other versions
Adviser guide to trusts (173kb) AL99073 Black & white document for Adviser guide to trusts (170kb)
Probate hurdles (101kb) AL99074 Black & white document for Probate hurdles (99kb)
Aviva Survivor Trust (protection) (614kb) AL53002 Black & white document for Aviva Survivor Trust (protection) (614kb)
Aviva Discretionary Gift Trust (protection) (566kb) AL53003 Black & white document for Aviva Discretionary Gift Trust (protection) (566kb)
Information on online trusts (148kb) AL53004 Black & white document for Information on online trusts (145kb)
Guide to trusts (172kb) AL53005 Black & white document for Guide to trusts (171kb)
Deed of assignment (protection) (101kb) AL53006 -
Deed of appointment/retirement of trustees (protection) (95kb) AL53007 -
Benefits of trusts (183kb) AL99075 Black & white document for Benefits of trusts (166kb)
Guide for trustees (395kb) PT38001 Black & white document for Guide for trustees (395kb)
Bare Trust (Protection) form (598kb) AL14004 -
Deed of appointment of beneficiaries (protection) (116kb) AL53008 -
Expression of wishes (protection) (82kb) AL53009 -

Technical Guides

Title Reference Other versions
Technical guide to protection (859kb) AL99016 Black & white document for Technical guide to protection (847kb)
Guide to Business Tracking (161kb) AL97107 Black & white document for Guide to Business Tracking (119kb)
A guide to medical conditions and the underwriting process (400kb) PT15357 Black & white document for A guide to medical conditions and the underwriting process (395kb)
Automatic underwriting requirements (172kb) AL98002 Black & white document for Automatic underwriting requirements (172kb)
Whole of Life Insurance - Statement of Facts (96kb) AL14021 -

Brochures

Title Reference Other versions
Whole of Life Insurance+ in focus guide (1774kb) AL14008 Black & white document for Whole of Life Insurance+ in focus guide (1268kb)
Support Plus guide (3458kb) AL54004 Black & white document for Support Plus guide (2509kb)

Sales Aids

Title Reference Other versions
Our High Value team (589kb) AL98059 Black & white document for Our High Value team (592kb)
Reasons why client suitability letters (173kb) AL99136 -
ALPS journey - Fair process notice (120kb) AL55041 -
Support Services - customer facing guide (2995kb) PT15883 Black & white document for Support Services - customer facing guide (2291kb)