Relevant Life literature

Relevant Life Plan application form

This form can either be used as a paper application form, or to capture your customer's information to apply for a relevant life plan using Royal London's online service.

Relevant Life Plan 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 Relevant Life Plan.

Relevant life policy trust and nomination form

This trust from must be created as part of the Relevant Life Plan application process.

Draft Relevant Life Plan Trust Request and Nomination Form

This draft request will show your client the terms of the Relevant Life Plan Trust that will be created as part of the online journey. It can be used as a data capture form.

Relevant Life policy nomination form

Use this form when an employer takes out a Relevant Life Plan, and the employee wants to tell the trustees who should receive their benefits on death.

Relevant Life policy trust - deed of appointment and assignment

Use this form to change a Relevant Life plan to a Personal Protection Plan if the person covered by the policy is leaving the business.

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.

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.

Key facts of our Relevant Life Plan

This Key Facts document can help your customer decide if our Relevant Life Plan is right for them.

Plan details for the Relevant Life Plan

These plan details contain the terms and conditions for our Relevant 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.

A guide to relevant life plans

This guide for employers explains everything you might need to know about Relevant Life Plans - from what makes them different, the advantages and disadvantages, right through to the legislation covering them.

How our Relevant Life Policy compares sales aid

Use this leaflet to quickly check how our Relevant Life Plan compares to others in the market.

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.

Help your clients build a better financial future with Protection

This leaflet shows at a glance how partnering with Royal London will support you to grow your business, deliver value for clients, and do business easily and efficiently.

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.

Helping Hand takes care of people, so you can take care of business

This short client-facing sales aid explains our Helping Hand service for clients with a Business Menu or Relevant Life Plan. The leaflet discusses what the service entails, such as a wellbeing support service and online access to a range of hand-picked early care medical services.

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.