When arranging a trust for your client’s protection policy, we understand the importance of it being set up correctly and providing your clients with a fluid and efficient process.

Our new automated trust service means that you can now place your client’s protection policies in trust at the touch of a button saving weeks and sometimes months.

This means that:

• you can reassure your clients and trustees that their needs have been fulfilled promptly
• there is a more fluid approach meaning less delay for you and your clients
• it makes it easier for you to do business

To help select the most appropriate trust for your clients, we have our trust chooser which will also provide you with a link to the correct trust form.

You can find out more about our online trusts below.