Skandia UK - The Skandia Plan

Applying for The Skandia Plan
Application form to be used when applying for The Skandia Plan.
Date published: 28/06/11

File size: 241kb
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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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Commission selection form
This form is to be completed by financial advisers to select commission on Skandia Life bonds and regular life plans.
Date published: 30/06/11

File size: 81KB
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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(recommencing a paid up policy) for both life and pensions, also in new business cases where existing evidence is out of date and new evidence may be required.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For new business only, to be used when applications and acceptance of terms are out of date, this form is used to provide Skandia with confirmation of a change in the client's health since the application was originally dated or the underwriting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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Delegated switching authority
This form is used to delegate switching authority to an authorised third party, other than your financial adviser.
Date published: 31/03/10

File size: 64KB
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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.
Date published: 31/12/10

File size: 89KB
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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.
Date published: 31/10/09

File size: 76kb
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Skandia Life fund switch form
This form is used to switch funds in a Skandia Life plan.
Date published: 31/12/10

File size: 92kb
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Key features of The Skandia Plan
This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Plan. It describes the Skandia 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.
Date published: 31/12/09

File size: 1383kb
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Explaining The Skandia Plan
This brochure gives details about how The Skandia Plan works and its benefits and options. You should read this document in conjunction with the Key Features Document for The Skandia Plan and your personal Key Features Illustration.
Date published: 24/01/11

File size: 386kb
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About The Skandia Plan
A technical guide for financial advisers about The Skandia Plan.
Date published: 31/01/11

File size: 256kb
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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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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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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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IHT planning - qualifying status and flexibility
This document describes the qualifying status and flexibility of The Skandia Plan.
Date published: 27/02/09

File size: 89KB
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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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Protecting your money
This document describes the protection offered with your policy when you have an investment with Skandia.
Date published: 20/02/12

File size: 106KB
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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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The Skandia Plan

Forms

Applying for The Skandia Plan

Additional health information

Commission selection form

Comprehensive declaration of health

Correspondence address supplementary application

Declaration of continuing good health

Delegated switching authority

Fund switching authority

Skandia Life encashment/part encashment authority form

Skandia Life fund switch form

Key features and terms

Key features of The Skandia Plan

Explaining The Skandia Plan

Guides and brochures

About The Skandia Plan

Applying for probate or letters of administration

Guide to completing trusts

Underwriting limits

Support material

A simple trust glossary

Flexible inflation-proofing - Skandia experts in protection

Helping you understand inheritance tax planning

How to make more of your nil-rate band

IHT planning - qualifying status and flexibility

Inheritance tax - using a regular premium life assurance policy

Offering the quality choice in whole life cover

Protecting your money

Using absolute trusts with regular premium protection policies

Your guide to UK inheritance tax and trusts