Our product literature

Here you can find all our documents, forms and guides for you to use and also to pass on to your customers.

For Advisers All key documents for our Fixed Term Annuity Plan and Trustee Fixed Term Investment Plan can be downloaded here. 

 
 		  
 
Acrobat Reader Icon Fixed Term Annuity Adviser Guide Acrobat Reader Icon

At-a glance guide to Fixed Term Annuity
 
 		  
 
Acrobat Reader Icon Fixed Term Annuity Death Benefits Explained  Acrobat Reader Icon  Plan Protection Explained
  
 
 
Word Document Icon Fixed Term Annuity Suitability Paragraphs    
 
 		  
 
   

For Customers Here you can download a number of key documents regarding our Fixed Term Annuity and Trustee Fixed Term Investment Plan to use with your customers.

Acrobat Reader Icon  Key Features of the Fixed Term Annuity Acrobat Reader Icon  Fixed Term Annuity Plan Conditions 
 
 		  
 
Acrobat Reader Icon  Fixed Term Annuity Application Form Acrobat Reader Icon  Customer Guide to our Fixed Term Annuity 
 
 		  
 
Acrobat Reader Icon  Death Benefits Explained  Acrobat Reader Icon Cancellation Form
 
 		  
 
 Acrobat Reader Icon Fixed Term Annuity Transfer Form    
 
 		  
 
       
         
     

 

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