Document library - Friends Life
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Document library

Find your product documents, brochures and guides in one place.

These documents are in PDF format and open in new windows. If you do not have Adobe Acrobat Reader, you can download it free from the Adobe website.

Forms

Trust forms

Trust forms
Title Type Quantity
Discretionary Trust: new policy application Document type is PDF Download only
Discretionary Trust: existing policy Document type is PDF Download only
Discretionary Trust with Disability Benefits Reserved: existing policy Document type is PDF Download only
Bare Trust: new policy application Document type is PDF Download only
Bare Trust: existing policy Document type is PDF Download only
Deed of Assignment Document type is PDF Download only
Deed of Appointment to Benefit Document type is PDF Download only
Deed of appointment and/or retirement of Trustees Document type is PDF Download only
A guide to Trusts and your responsibilities as a Trustee Document type is PDF Download only

Product literature

Pensions

Pension Documents
Title Type Quantity
The Personal Range Fund Brochure Document type is PDF Download only
The Personal Range Individual Pension Key Features Document type is PDF Download only
The Personal Range Individual Stakeholder Pension Key Features Document type is PDF Download only
Online Stakeholder Pension Key Features Document type is PDF Download only
Illustration guide Document type is PDF Download only
Online Stakeholder Pension Fund Guide Document type is PDF Download only
Stakeholder Pension Terms and Conditions Document type is PDF Download only

Investments

Investments Documents
Title Type Quantity
Wealth Solutions Bond Key Features Document type is PDF Download only
Wealth Solutions Bond Fund Menu Document type is PDF Download only
Safeguard Optimiser Fund Guide Document type is PDF Download only
Inheritance Tax Guide Document type is PDF Download only
Making sure your family benefits Document type is PDF Download only
Loan Trust Guide Document type is PDF Download only
Investment Bond Brochure Document type is PDF Download only
Investment Bond Key Features Document type is PDF Download only
Investment Bond Fund Guide Document type is PDF Download only
Investing for your future - How we manage our unit linked business Document type is PDF Download only

IHT

Title Type Quantity
Inheritance Tax - IHT Guide for Consumers Document type is PDF Download only