Pegasus Whole of Life literature

Pegasus Whole of Life Plan application form

This form can be used either as a paper application form, or to capture your customer's information to apply for a Pegasus Whole of Life Plan using using our online quote and apply system.

Access to Medical Reports Act information and declaration

This consent form gives your client information about the Access to Medical Reports Act (AMRA), and a declaration giving Royal London permission to access medical history.

Additional health questions

Use this supplementary form if your client answered 'yes' to any health-related questions in sections 6 to 9 of their protection policy application form.

Declaration of health

Fill in this form if your client wants to make changes to an existing plan, reinstate a lapsed plan, or if there's been a delay between application and a new plan starting.

Direct debit form

Complete this direct debit form if the person paying for the plan isn't the applicant, or if more than one signature is required to authorise payments.

Pegasus Whole of Life Data Capture Form

This form can't be used as a replacement for a paper application form. Use this form to capture the information required by our online quote and apply system for the Pegasus Whole of Life Plan.

Key facts of our Pegasus Whole of Life Plan

This Key Facts booklet summarises our Whole of Life Plan and the covers and options available.

Plan details of the Pegasus Whole of Life Plan

This booklet contains the terms and conditions for our Pegasus Whole of Life Plan. It explains how the plan works and informs the customer of how to make a claim, keep their premium up-to-date and how to make changes to their personal details.

The need for Whole of Life sales aid

This client-facing sales aid helps you to highlight the need for, and benefits of, a Pegasus Whole of Life Plan.

A guide to Inheritance Tax planning using Whole of Life

This resource for advisers gives you an overview on Inheritance Tax planning using Whole of Life protection, helping to inform conversations with clients about protecting their families.

When I'm gone end of life planning booklet

Share this useful document with your client to help them record their funeral wishes, financial information and more for when they're no longer here.

Insuring the uninsurable leaflet

This sales aid looks at how we can help when your clients require joint life second death cover, where one client isn't accepted.

Guide to Inheritance Tax planning using regular premium protection plans

This adviser-only document provides Inheritance Tax (IHT) planning advice to help guide your clients using regular premium protection plans. Explore case studies and step-by-step processes to give you help managing complex IHT scenarios.

Why mutuality matters

As a mutual, we're customer-owned. This guide brings our mutuality to life, showing how it benefits your clients and your business.

All you need to know about our 2023 claims

This adviser sales aids provides a detailed breakdown of the claims we paid in 2023.

2023 claims report for consumers

This client-facing leaflet presents key statistics about our claims to help reassure clients that Royal London pays out.

Our protection Terms of Business

These are the Terms of Business from Royal London incorporating our trading name, Scottish Provident. They include essential information about doing business with us.

Proof of identity for UK-based clients

This leaflet covers the list of documents we can accept as proof of identity for UK-based clients, so we can progress their applications.

Proof of identity for overseas clients

This leaflet covers the list of documents we can accept as proof of identity for overseas clients. We need two items from this list to progress applications.

Customer privacy notice - How we use your client's personal information

This personal information notice explains how Royal London uses customer data, and is required under data protection laws.

Your practical guide to Helping Hand

This adviser-only guide gives you more details on our Helping Hand support service and how it can benefit your protection clients' wellbeing.

Helping Hand - a path to recovery sales aid

This adviser leaflet shows how our Helping Hand service can help to bridge the gap in NHS support. It's designed to bring to life the benefit our Helping Hand service can add at a difficult time in a customer's life.

A Helping Hand with wellbeing

This infographic explains the wellbeing services available with a Royal London Menu Plan, showing your clients how to get started and the benefits included.

Free Cover claim leaflet

Learn how our Free Cover works and see the difference it could make if your clients need to claim before their cover starts. This leaflet focuses on our claims figures and case studies.

Free Cover leaflet

Give this leaflet to customers who need more detail about our Free Cover. The leaflet details when Free Cover will start, what it covers, and how long it will last.

Cover now, Underwrite Later

This adviser-facing leaflet explains our temporary cover option, Underwrite Later, which of our products it can be used with, and key benefits.

Underwrite Later guide and declaration form

Information about our Underwrite Later cover, including terms and conditions and an application form. It can be used by clients who are applying for a protection plan by post, or who have already applied for Protection online without selecting the Underwrite Later option.

Lifestyle Review Leaflet

Learn more about the Lifestyle Flexibility Options in our advised protection plans. This leaflet outlines the circumstances in which clients may be able to make changes to their plan, like stopping smoking or losing weight.