Skandia UK - Skandia Protect

Applying for Skandia Protect
Application form to be used when applying for Skandia Protect.
Date published: 29/06/11

File size: 256kb
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Applying for additional Skandia Protect policies
This form should be used with the applying for Skandia Protect application form if you want more than four policies.
Date published: 18/10/10

File size: 86kb
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Applying for Skandia Protect continuing cover
Application form to be used when applying for Skandia Protect continuing cover. Applicable to joint life first death fixed or rolling term policies only.
Date published: 30/11/10

File size: 260KB
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Additional health information
Use this form as a supplement to an application form for Skandia Protect or The Skandia Plan when more than four additional questions need to be answered.
Date published: 27/02/09

File size: 70KB
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Applying for Skandia Protect after-claim cover 1
Application form to be used when applying for Skandia Protect after-claim cover following a critical illness claim for cancer.
Date published: 30/11/10

File size: 218KB
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Applying for Skandia Protect after-claim cover 2
Application form to be used when applying for Skandia Protect after-claim cover following a claim other than cancer.
Date published: 30/11/10

File size: 212KB
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Commission selection form for Skandia Protect
This form is to be completed to opt for a lower level of initial commission on a Skandia Protect policy.
Date published: 31/05/11

File size: 82KB
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Comprehensive declaration of health
To be used for all non standard increases (increases over and above the standard inflation option) and reinstatements (recommencing a paid up policy) for both life and pensions, also in new business cases where existing evidence is out of date and new evidence may be required.
Date published: 29/07/11

File size: 136KB
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Correspondence address supplementary application
This form is used to specify the use of an alternative correspondence address.
Date published: 31/05/05

File size: 49KB
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Declaration of continuing good health
For new business only, to be used when applications and acceptance of terms are out of date, this form is used to provide Skandia with confirmation of a change in the client's health since the application was originally dated or the underwriting decision was made.
Date published: 31/05/10

File size: 74KB
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Immediate cover facility for business protection
This form is to be completed to apply for immediate cover with business assurance and key employee applications with a Skandia Protect policy.
Date published: 13/10/11

File size: 71KB
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Immediate cover facility for IHT planning
This form is to be completed to apply for immediate cover with a Skandia Protect policy.
Date published: 30/09/11

File size: 71KB
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Key features of Skandia Protect
This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about Skandia Protect. It describes Skandia Protect and its benefits along with the potential risks involved with this type of policy. 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.
Date published: 30/09/10

File size: 663kb
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Explaining Skandia Protect
This brochure gives details about how Skandia Protect policies work. You should read this document in conjunction with the Key Features Document for Skandia Protect, your personal Key Features Illustration and if you need more details the policy terms.
Date published: 30/09/10

File size: 569kb
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About Skandia Protect
A technical guide for financial advisers about Skandia Protect.
Date published: 05/03/12

File size: 272kb
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Applying for probate or letters of administration
This document describes the process involved in applying for probate or letters of administration.
Date published: 27/02/09

File size: 58KB
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Guide to completing trusts
This document is a guide to completing trusts for life policies.
Date published: 27/02/09

File size: 1MB
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Skandia Protect at a glance
This document provides a summary of product features for Skandia Protect.
Date published: 31/08/10

File size: 70KB
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Your guide to Skandia Protect underwriting
This is a client guide to underwriting on Skandia Protect.
Date published: 31/08/05

File size: 254KB
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Your guide to the illnesses covered by Skandia Protect
This is a client guide to the illnesses covered by Skandia Protect.
Date published: 27/02/09

File size: 601KB
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Underwriting limits
This document summarises the underwriting limits on Skandia's life policies.
Date published: 30/11/10

File size: 98KB
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A simple trust glossary
This is a glossary to cover terms that are widely used in relation to trusts.
Date published: 27/02/09

File size: 51KB
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Converting life cover to monthly care benefits
This document describes the disability conversion option available on Skandia Protect policies.
Date published: 27/02/09

File size: 61KB
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Flexible inflation-proofing - Skandia experts in protection
This document describes the flexibility of the inflation-proofing options on our life policies.
Date published: 27/02/09

File size: 49KB
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Helping you understand inheritance tax planning
This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.
Date published: 27/02/09

File size: 492KB
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How to make more of your nil-rate band
This document describes the advantages of rules introduced in 2008 regarding the inheritance tax nil-rate band, which could help you make more of your nil-rate band.
Date published: 27/02/09

File size: 55KB
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Inheritance tax - using a regular premium life assurance policy
A flowchart designed to assist financial advisers with selecting the right trust for their clients wanting to use a regular premium life assurance policy for IHT purposes.
Date published: 28/02/11

File size: 77KB
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Offering the quality choice in whole life cover
This document sets out the benefits of choosing Skandia's whole life cover with Skandia Protect or The Skandia Plan.
Date published: 30/04/09

File size: 56KB
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Using absolute trusts with regular premium protection policies
This document describes the advantages and disadvantages of using absolute trusts with regular premium protection policies.
Date published: 27/02/09

File size: 51KB
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Your guide to UK inheritance tax and trusts
This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.
Date published: 30/09/11

File size: 402KB
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Skandia Protect

Forms

Applying for Skandia Protect

Applying for additional Skandia Protect policies

Applying for Skandia Protect continuing cover

Additional health information

Applying for Skandia Protect after-claim cover 1

Applying for Skandia Protect after-claim cover 2

Commission selection form for Skandia Protect

Comprehensive declaration of health

Correspondence address supplementary application

Declaration of continuing good health

Immediate cover facility for business protection

Immediate cover facility for IHT planning

Key features and terms

Key features of Skandia Protect

Explaining Skandia Protect

Guides and brochures

About Skandia Protect

Applying for probate or letters of administration

Guide to completing trusts

Skandia Protect at a glance

Your guide to Skandia Protect underwriting

Your guide to the illnesses covered by Skandia Protect

Underwriting limits

Support material

A simple trust glossary

Converting life cover to monthly care benefits

Flexible inflation-proofing - Skandia experts in protection

Helping you understand inheritance tax planning

How to make more of your nil-rate band

Inheritance tax - using a regular premium life assurance policy

Offering the quality choice in whole life cover

Using absolute trusts with regular premium protection policies

Your guide to UK inheritance tax and trusts