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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

Key Features of your Buyout Bond – from 31 December 2012

Applying for your Buyout Bond – from 31 December 2012

Product terms at a glance – Buy Out Bond single price and Personal Pension single price

About your Buy Out Bond (client guide and policy conditions) – from 31 December 2012

Executive Pension

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)

Transferring into your Personal, Free Standing or Executive Pension (PP1-4, PPS, FS1-4 and EP1-4 and EPS)

Adding a contribution to your Executive Pension (EP5)

Transferring into your Single Price Personal or Executive Pension (PP6, EP6)

Executive Retirement Account

Reviewing your Executive Retirement Account

Personal Pension

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

Transferring into your Personal, Free Standing or Executive Pension (PP1-4, PPS, FS1-4 and EP1-4 and EPS)

Adding a single contribution to an existing Personal Pension or Personal Retirement Account

Free Standing AVC Account

Adding a single contribution to your free standing AVC account

Free Standing Pension

Adding or amending contributions (FS1-4)

Adding a single contribution to your pension (PP1-4, PPS & FS1-4)

Transferring into your Personal, Free Standing or Executive Pension (PP1-4, PPS, FS1-4 and EP1-4 and EPS)

Skandia Pension Plan

Discretionary Trust for the Pension Plan or Independent Pension Plan (trust declaration form)

Amending contributions on your pension (PP1-4, PPS & FS1-4)

Amending your Personal Pension/Personal Retirement Account

Income Instruction Form – Personal Pension Income Plan (DA1-6) and Personal Retirement Income Account (DAA)

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

Change of Adviser form

Small Pots Pension Fund Lump Sum Occupational

Confirmation of verification of identity (COVI)

Taking a Full Withdrawal from an uncrystallised Personal Pension Plan

Expression of wishes

Direct Debit Instruction Form – Business only

Annual Allowance Tax Charge Form

Closure/withdrawal from cross product (pensions)

Manual Transfer Form – FA Version

Benefit Discharge Form

Small Pots Pension Fund Lump Sum Payment Request Occupational – client

TFC Waiver Declaration

Delegated switching authority

Lifetime Allowance Declaration

Phased Investment Request Form

Delegated switching authority

Fund switch form

Portfolio Rebalancing Request Form

Fund switching authority

Group Personal Pension

Applying for your Group Personal Pension

Guides & Brochures

Annual allowance and pension savings statement guide

Death Benefits factsheet – lump sum

Death Benefits factsheet – annuity

Lifestyling Options

Independent Pension Plan

Discretionary Trust for the Pension Plan or Independent Pension Plan (trust declaration form)

Trustee Retirement Account

Topping-up your Trustee Retirement Account

Pension Trustee Bond

Key features of your Pension Trustee Bond

Topping up your Pension Trustee Bond (Series 5 only)

Topping-up your Pension Trustee Bond

Personal Pension Scheme

Adding or amending contributions (PPS)

Select Personal Pension

Switch form Select Personal Pension Account

Personal Retirement Account

Reviewing your Personal Pension/Personal Retirement Account

Adding a single contribution to an existing Personal Pension or Personal Retirement Account

Applying for your Personal Retirement Account for transfer payments

Trustee Buyout Bond (Bulk Buy Out)

Trustee buyout bond – member investment instructions supplement

Applying for a Trustee Buyout Bond – from 31 December 2012

Trustee Buyout Bond Scheme Member Schedule

Investments

Capital & Income Bond

Benefits of the Capital and Income Bond

Additional investment for your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond

Change of Adviser form

Confirmation of verification of identity (COVI)

Qualifying Policy Statement

Appointment of a lead policyholder

Trustee Switching Authority

Automatic Withdrawal Authority

Withdrawal Closure Form

Your Skandia Endowment Plan (maturity payment instruction)

Acceptable Identification – Client Friendly

Delegated switching authority

Life fund switch form

Delegated switching authority

Fund switch form

Phased Investment Request Form

Portfolio Rebalancing Request Form

Fund switching authority

Skandia Distribution Bond

Benefits of the Skandia Distribution Bond

Guides & Brochures

Things to consider when reviewing your whole-of-life plan

Making additional investments into the MultiBond

Protection

Deed of Appointment and Assignment to Terminate a Trust

The Skandia Plan

Explaining the Skandia Plan

Additional health information

Guides & Brochures

Protection – Intermediary terms of business

Online OMW Protect Application Declaration

Continuing cover option – protect flyer

Protect Remuneration Guide

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

Permanent Protection Plan

Explaining the PPP

Skandia Lifetime Plan

Key Features of the Skandia Lifetime Plan – Continuing Cover

Applying for Skandia Lifetime Plan continuing cover

Online support

Adviser View user registration form

Fund switching authority

Online Customer Centre (OCC)

Online Customer Centre (OCC) user guide

OCC Instructions

Other

Adviser Privacy Notice

Intermediary registration form

Remuneration Guide

Pensions
Insurance
Investments
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