For Independent Financial Advisors only:

Please note that only the latest versions of the application forms will be accepted. With the first quotation to a client you must also provide the Key Features document including cancellation notice and the Enhanced Annuity for Smokers Brochure. Any subsequent quotations must be accompanied by a Key Features Document.

If your client decides to proceed, please also provide the Client Application form and theTransferring Scheme Information form

You may request a quotation by visiting The Exchange or by email.

To download the documents, right click on the links below and choose 'Save Link As'

Client Application form
Key Features document including cancellation notice
Transferring Scheme Information form
Enhanced Annuity for Smokers Brochure

Alternatively, call us on 01892 773388

Calls may be recorded for training or monitoring purposes.