FOR ADVISERS ONLY
Online trusts
If you're looking for an alternative to a trust for your client's personal protection, then explore our beneficiary nomination option.
For our online trust options, the process is straight forward. We capture the trust information as part of your new business online application. This simplified process will save you time and once you've submitted the application, we'll send confirmation to the plan owner and nominated trustees. Find out more about our signature free Relevant Life Plan trust and Business trust.
As always, our paper trust forms remain available for your personal protection applications.
Find the answers to common questions about our online trust service.
Writing a protection plan under trust can help make sure the money from a client’s plan ends up in the right hands at the right time, quickly and tax efficiently.
Log in and explore the service.
Supporting Material
- Why use a trust? Download our quick guide that explains the uses and benefits of putting a protection plan in trust.
- Need some help choosing the right trust for your client? Use our handy trust picker.