The Skandia Plan

Key features and terms

  • 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.

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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.

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Support material

  • A simple trust glossary

    This is a glossary to cover terms that are widely used in relation to trusts.

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  • Helping you understand inheritance tax planning

    This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.

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  • Protecting your money

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

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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.

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