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The documents on this page relate to former Old Mutual Wealth (ReAssure Life) policies only. If you can’t find what you’re looking for please email us at ask@reassurelife.co.uk, or if you need documents relating to policies originally serviced by another provider please contact us.
Pensions
A-Day maximum benefit calculation form
Amending contributions on your Executive Pension (EP1-4, EPS)
Adding or amending contributions to your Executive Pension (EP5)
Adding or amending contributions to your Executive Pension (EP6)
Acceptance of delegated powers (Group Trustee Executive Pension)
Adding a contribution to your Single Price Executive Pension (EP6)
Reviewing your Executive Pension
Transferring in to your Initial Price Personal or Executive Pension (PP5, EP5)
Adding a contribution to your Executive Pension (EP5)
Transferring into your Single Price Personal or Executive Pension (PP6, EP6)
Key features of your Personal Pension
Print Friendly Key features of your Personal Pension – from 31 December 2012
Amending contributions on your Initial Price Personal Pension (PP5)
Transferring into your Single Price Personal or Executive Pension (PP6, EP6)
Applying for your single price Personal Pension (PP6)
Product terms at a glance – Buy Out Bond single price and Personal Pension single price
Adding a contribution to an existing Single Price Personal Pension (PP6)
About your Personal Pension (single price, series 6, member’s guide) – from 31 December 2012
Adding a single contribution to your pension (PP1-4, PPS & FS1-4)
Reviewing your Personal Pension/Personal Retirement Account
Adding or amending contributions (PP1-4)
Transferring in to your Initial Price Personal or Executive Pension (PP5, EP5)
Applying for your Group Personal Pension
Adding a single contribution to an existing Personal Pension or Personal Retirement Account
Amending contributions on your pension (PP1-4, PPS & FS1-4)
Amending your Personal Pension/Personal Retirement Account
Notification of termination of employment
Pension lifetime allowance declaration Age 75 test
Reviewing your Executive Pension/Executive Retirement Account
Reviewing your Personal Pension/Personal Retirement Account
Small pots pension fund lump sum payment – for use with the Personal Pension and Buyout Bond
Adding a single contribution to an existing Personal Pension or Personal Retirement Account
Applying for your Personal Retirement Account for transfer payments
Small Pots Pension Fund Lump Sum Occupational
Confirmation of verification of identity (COVI)
Taking a Full Withdrawal from an uncrystallised Personal Pension Plan
Direct Debit Instruction Form – Business only
Annual Allowance Tax Charge Form
Closure/withdrawal from cross product (pensions)
Manual Transfer Form – FA Version
Small Pots Pension Fund Lump Sum Payment Request Occupational – client
Protection
Online OMW Protect Application Declaration
Continuing cover option – protect flyer
Protect First time cover application form
Protect Direct Debit Instruction Form
Explaining Protect – flexible life and critical illness cover
Applying for Protect after-claim cover 1
Applying for Protect after-claim cover 2
Applying for Protect continuing cover
Details of your Protect life assurance after claims policy
Details of your Protect critical illness
Protect Critical Illness CRO sales aid
Key features of Protect – flexible life and critical illness cover