Below we have included all the relevant product information to help you decide if our products are right for you.
Healthcare Deposit Account
Brochure (A guide to your choices)
This will tell you everything you need to know about how the plan works including the premiums you can choose from and the full terms and condtions.
Policy Summary
Please read this document, as it summarises the main points of the Healthcare Deposit Account and will help you to decide if this plan is right for you.
Key Facts about our services and costs
Guide to buying private medical insurance
An independant guide produced by the Association of British Insurers (ABI)
To apply please call our dedicated support team or alternatively use the relevant application form below.
Combined application form
This has options for both full medical underwriting and moratorium applications. Do not use this form if you are looking to switch from another provider.
Switching application form
You should only use this form if you wish to switch from your current private medical insurance policy from another provider.
50+ Life Plan
Brochure
This will provide you with helpful information about how the plan works including the premiums you can choose from.
Your Policy Explained
This will tell you everything you need to know including the full terms and conditions to help you decide if the 50+ Life Plan is suitable for you.
Rates Tables
Please use this to determine the right premium for you.
Key Facts about our services and costs
To apply please call our dedicated support team or use the application form below
50+ Life Plan application form
Investment ISA
Brochure
This will provide you with helpful information about how the product works including how much you can invest.
Key Features
This will tell you everything you need to know so that you can decide whether our Investment ISA is right for you including the terms and conditions.
A guide to our we manage our With-Profits fund
This document explains how the fund works and where your investment will be placed.
Key Facts about our services and costs
To apply please call our dedicated support team or alternatively use relevant application form below
New ISA application form
Please use this application form if you would like to setup a new ISA.
Transferring an ISA application form
Please use this application form if you are looking to transfer from an existing ISA.
With-Profits Bond
Brochure
This will provide you with helpful information about how the product works including how much you can invest.
Key Features
This will tell you everything you need to know so that you can decide whether our With-Profits Bond is right for you including the terms and conditions.
A guide to how we manage our With-Profits fund
This document explains how the fund works and where your investment will be placed.
Key Facts about services and costs
To apply please call our dedicated support team or alternatively use the application form below.
With-Profits Bond application form
Tax-Free Savings Plan
Brochure
This will provide you with helpful information about how the product works including how much you can invest.
Key Features
This will tell you everything you need to know so that you can decide whether our Tax-Free Savings Plan is right for you including the full terms and conditions.
A guide to how we manage our with-profits fund
This document explains how the fund works and where your investment will be placed.
Key Facts about our services and costs
To apply please call our dedicated support team or alternatively use the application form below.
Tax-free Savings Plan application form