Online trusts

Writing a protection plan under trust with us is easy. We can help you select the right trust for your client. And for our Business and Relevant Life Plan trusts you can now complete an online trust form without the need for an electronic or wet signature from your client or nominated trustees.
Beneficiary nomination

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.

Online trusts FAQ

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.

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This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.