Our Income Protection Plans are designed to help you cover the costs of living if a period of illness or accidental injury prevents you from returning to work.
To make sure things go smoothly it's vital that we have your most up-to-date details.
Knowing your current address, your preferred contact information and your sick pay arrangements will speed things up if you need to make a claim.
That's why it's important to let us know if your circumstances change. It doesn't take long, and we can usually update your Plan to take these changes into account over the phone. Then, if you need to make a claim, we'll also have your correct details to hand - which makes it easier to give you the levels of service you can expect from us.
Whenever you contact us please include the following details:
Depending on the type of amendment, we might need additional documents.
Please write to us on the address above with a certified copy of a document bearing your new name.
Please write to us on the address above with a copy of a utility or other bill showing your new address.
Please write to us and enclose a complete Direct Debit form which can be downloaded here.
Please contact your Adviser who will be able to process this for you. Unfortunately we cannot do this directly as this is an advised policy. Your Adviser will advise if you can do this.
If you wish to change salary or income details, your occupation or occupation status (i.e. move from one company to another, self-employed to employed etc.), please contact your Adviser who will be able to make these changes on your behalf.
Please write to us using the address above enclosing the Member's death certificate. We require an original bearing the watermark. Copies must or have been appropriately certified.
For ”Classic Plus” Plans you will need to complete the Nomination Form which will tell us who and where you want the funds to be paid.
To cancel your Plan please email or write to us.
We will need you to include the following details:
If you prefer, we can send you a form to complete and return to us. Please call 0800 0931 535 Monday-Friday 9.00am to 5.00pm.
If you cancel your Plan you will no longer be on cover and able to claim income protection.