How do I place my life insurance in trust?

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Home » Frequently Asked Questions » How do I place my life insurance in trust?

Answer:

If you have arranged your life insurance with us, you should have received a Trust form in your policy pack. We are happy to talk through the forms with you and help you identify potential executors and beneficiaries for your policy.

If you have lost the Trust form simply give us a call and we will get a new one over to you by email or post.

Some tips:

Complete your Trust in capitals, in black ink
If you make a mistake cross it out and initial the error, do not use correction fluid
Choose executors that you fully trust, to direct any claim proceeds exactly where you wish
Make sure that all trustees and witnesses sign and date all relevant sections
Do not date the Trust until the entire form has been completed

Once we receive your forms we will check them to make sure they are correct for submission, send them to the insurer and keep you up to date on the acceptance of the Trust. We will then return the trust form to you once the insurance provider has confirmed that your policy has been placed into Trust.

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How do I place my life insurance in trust?

"Alan and his team were great! Alan helped get me cover where my own company could not (I work in financial services too!) Would highly recommend and will come back in the future."

"Krystle was fantastic throughout and managed to knock almost 50% off my current life insurance premium."

"Leanne couldn't have been more helpful and thoughtful with her questions and work on my enquiry."

"Kathryn and her colleagues were very helpful because of my recent illness."

"Nick was my advisor, Excellent knowledge of products and what I needed, not just pushing me into a sale/policy, will always refer to him in the future."

"I would like to say a very big thank you especially to Amy you really went above and beyond."

"Annaliese was absolutely fantastic, making us both feel at ease and helping us navigate issues that had caused us problems with previous attempts to obtain insurance."