Action Required
Your cover is active.
Is it protecting your family?
Things change — a new child, a new home, a change in income. Without a review, your policy may not pay out the way you expect. And without a trust or a will, your family could wait over a year to receive it.
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40%
of life payouts lost to inheritance tax without a trust
6–12mo
average probate delay without a will or trust
Free
will-writing and trust setup included with your cover
⚠️ Without a review
Your policy may no longer reflect your life. A new child, a new mortgage, a change in income — any of these can leave your family underprotected.
✅ After your review
You'll know exactly where you stand. Gaps flagged. Your family gets immediate, tax-free access to your cover — without legal delays.
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FCA Consumer Duty: Your adviser is required by UK regulation to confirm your protection remains suitable for your current circumstances. Your responses are recorded securely for compliance purposes.
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Data protection & your consent
This is a review of your existing protection. We hold your consent to contact you as a current client. Your answers are recorded securely for compliance purposes. To update your contact preferences, log into your Customer Portal.
Takes 3 minutes · No commitment required
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Submitting your review...
