Financial Adviser Brochures and Guides
Corporate Brochure - Big Ideas for Longer Lives
This brochure outlines the impact of longevity on financial planning and introduces Life Trust and the Longevity Income Plan.
Guide to the Personal Illustration
This guide explains the detail of the Personal Illustration that you can produce online for clients.
LIP Technical Guide
This guide explains the technical details of the Longevity Income Plan.
Suitability Letter for clients
This document gives you factual information about the LIP and the reasons why it may be suitable for clients, which you can use when writing suitability letters.
AKG Report
Read an independent assessment of the Longevity Income Plan produced by AKG Actuaries and Consultants Ltd.
Planholder Brochures and Guides
LIP Key Features
The Key Features document should be read by clients prior to submitting an application for the Longevity Income Plan.
LIP Terms and Conditions
The Terms and Conditions of the Longevity Income Plan should be read and retained by clients.
Fund Investment Guide
The Fund Investment Guide provides useful information for clients on the funds they can select within their Longevity Income Plan.