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This section contains a range of documents intended to help you when recommending Income Assured Plus to your clients. As Income Assured Plus has an investment option you will need to be authorised by the Financial Services Authority to give investment advice to your clients on the suitability of this product.
Why not bookmark this page for quick access to all the sales tools and literature you need for Income Assured Plus.
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Information to help you understand and recommend Income Assured Plus.
- Suitability Letter
- Product Guide
- Premium Table
- 5 Steps to a Successful Sale
- Top Tips from Underwriting and Business Processing
- What happens when you submit an application
- Underwriting Guide
- Tele-Interview Guide
- Claims Statistics
- Annual Report & Accounts
- Key Financial Highlights
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All the documents you require for Income Assured Plus.
- Underwriting Questionnaires
- Application Form
- Key Features Document
- Membership Guide
- Career Break Guide
- Application for Career Break
- Application to end Career Break
- Identity Verification Certificate
- Amendment Form
- Schedule 2
- Memorandum and Rules
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Downloads to help you market Income Assured Plus to potential customers.
- Sales Leaflet
- Posters
- Exhibition Leaflet
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Request the documents you need here and we’ll send them to you in the post.
- All literature will be sent via Royal Mail second class post
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