Our new Online Trust Hub makes putting policies into trust easier and simpler than ever before.
We’ve made all our trust documents available in the new Trust Library and choosing the right trust for your clients just got easier with the new Trust Decider, making it quick and simple.
Just log in using your Adviser Hub details and fill in the trust information which will automatically populate the trust document online. Once you’ve downloaded the completed document, all that’s left for your clients is to print, sign it and post a copy to us.
It’s integrated with your Adviser Hub dashboard so you can complete the trust process when it suits you, giving you the flexibility to save trust documents for later. You can even enter a Plan number to populate the information that we already know.
Need help choosing the right trust?
We’ve created our Trust Decider to help you choose the most suitable trust for your clients. Simply select a type of policy to put into trust and answer a few questions. Try the Trust Decider here.
What are the benefits of putting something into trust?
Writing a policy into trust is a tax-efficient and sensible way to protect your clients’ policies and makes sure it ends up in safe hands.
What policies can be put into trust?
A VitalityLife policy can be put into trust whenever it suits you – at application or at a later date. Existing policies and PruProtect policies can also be put into trust.
