Applying for your Maximum Investment Plan for annual premiums under £6,000

Application form to be used when applying for a Maximum Investment Plan for annual premiums under £6,000.

Applying for your Maximum Investment Plan - child application

Application form to be used when applying for a Maximum Investment Plan for a child.

Maximum Investment Plan declaration of health

To be used for non standard increases (increases over and above the standard inflation option) and reinstatements (recommencing a paid up policy) on the Maximum Investment Plan only. 

Commission selection form

This form is to be completed by financial advisers to select commission on Skandia Life bonds and regular life plans.

Fund switching authority

This form is used to provide switching authority to your nominated financial adviser so that they can switch funds within your policy on your behalf.

Delegated switching authority

This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

Correspondence address supplementary application

This form is used to specify the use of an alternative correspondence address.

Skandia Life fund switch form

This form is used to switch funds in a Skandia Life plan.

Skandia Life encashment/part encashment authority form

This form is used to request an encashment or part encashment from a range of Skandia Life plans.

Cashing in your Maximum Investment Plan

This form is used to partially or fully encash your Maximum Investment Plan.

Your Maximum Investment Plan maturity payment instruction

This form is used to instruct Skandia how the maturity payment of your Maximum Investment Plan policy/ies should be paid.

Key features of your Maximum Investment Plan

This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Maximum Investment Plan. It describes the Maximum Investment Plan and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration and Terms and Conditions.

Maximum Investment Plan commission selection guide

This guide demonstrates the difference between indemnified and non-indemnified commission and explains the effects of reducing initial commission on a Maximum Investment Plan.

Your guide to the Maximum Investment Plan

This client guide is designed to help you understand how the Maximum Investment Plan (MIP) works, what charges are involved and what tax you might have to pay.

Skandia risk profile questionnaire for Trustees

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to trustee investors.

Skandia risk profile questionnaire for Individuals

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.

Extending your Maximum Investment Plan

This document describes the benefits of the extension option available on the Maximum Investment Plan.

Maximum Investment Plan alternative retirement provision sales aid

This sales aid sets out planning opportunities post 2009 budget in relation to alternative retirement provision for those with taxable income above £150,000.

Maximum Investment Plan - Freezing of the lifetime allowance

This document for financial advisers explains planning opportunites post the 2009 budget, focussing on the freezing of the lifetime allowance.

Maximum Investment Plan regular premium high taxpayer sales aid

This sales aid sets out planning opportunities post 2009 budget in relation to regular premium investments for higher and additional rate taxpayers.

Maximum Investment Plan - time to act?

This document offers an explanation of the extension option available on the Maximum Investment Plan and provides details of when you can select the option.

MIP Reasons why

This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing in a Skandia Maximum Investment Plan (MIP).

Protecting your money

This document describes the protection offered with your policy when you have an investment with Skandia.

Why should I invest in Skandia's Maximum Investment Plan?

This document describes the benefits of Skandia's Maximum Investment Plan.

Benefits of the UK Client Extranet