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Find literature to help you apply for and manage protection plans, and support your client conversations. Download forms, sales aids, key facts and more.
Find all our Personal Menu Plan forms, plan details and sales aids to make sure you and your clients have the information you need.
Find the documents you'll need to get your clients the right Business Protection cover, including forms, key facts, sales aids and more.
Get forms, key facts and guides for our Relevant Life Plan and Relevant Life Plan Trust.
View Pegasus Whole of Life Plan information designed for clients who are thinking about inheritance tax (IHT).
Find documents including plan details and sales aids explaining features and benefits for your clients.
Access all our trust related literature, including our standard Trust forms and supporting deeds.
Access and download application forms for all our Protection products and trusts.
Download underwriting documents, including underwriting guidelines and limits.
BRP8PD0012
LP8PD0004
P10B0021
SAP8P10012
SAP8PD0046
Our tools can help you have better client conversations and show the value of protection. Use our trusts and wills for a holistic advice approach.
Understand how our protection options offer fair value, along with product ratings, target market statements and our distribution strategy.
We're here to support you. If you need help, get in touch - you can expect to deal with real people at every stage.