FOR ADVISERS ONLY
Online Trusts
Our fast, easy, secure and accurate online trusts service.
Our online trust service is flexible so you can complete the trust process when it suits you – either at the same time as the application or at a later date. You can even use our online trust service with existing plans including old Bright Grey and Scottish Provident ones.
The process is easy. Once you’ve completed the online trust form, we send it electronically in the correct order to the plan owner, the witnesses and the trustees for their e-signature – we don’t need any wet signatures. The trust will only progress once each stage has been completed in the correct order.
When the process is complete it sends a copy to us automatically as well as to you, the trustees and the plan owner.
You can now complete an online Business Protection and Relevant Life Plan trust form without the need of an electronic or wet signature from your client or nominated trustees. This simplified process will save you time as once you've submitted the form, we'll send confirmation to the plan owner and nominated trustees. Find out more about our signature free Relevant Life Plan trust and Business Protection trust.
Our online trust service now makes it even easier to do business with us and it’s integrated with our existing online service.
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.