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Literature

  • Claims guides

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    5 documents available

  • Self Assurance product literature

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    2 documents available

  • Pegasus product literature

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    2 documents available

  • Supplementary questionnaires

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    4 documents available

  • Trusts

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    18 documents available
    • We strongly recommend that you take separate legal and taxation advice prior to signing the trust form and while the trust is in existence.

    • Split trust discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Gift trust discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Split trust (jointly owned plans - survivor to benefit) – discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Gift trust (jointly owned plans - survivor to benefit) – discretionary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Business trust

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Letter of wishes Self Assurance

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Specimen cross option agreement - company share purchase

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Specimen cross option agreement - individual purchase

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed of appointment of a new trustee

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed to remove Settlor

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed of appt of a beneficiary

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed of Assignment

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed of Appointment (absolute) split trust

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed of appointment (absolute) pre-2006 trusts

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • RLP deed of appointment and assignment

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • RLP trust and nomination form

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • RLP nomination form

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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    • Deed of appointment and assignment - Business Trust

      This document has been updated to the new Royal London version. It can be used for existing Scottish Provident plans.

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  • Pegasus fund fact sheets

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    3 documents available

Scottish Provident is a division of the Royal London Mutual Insurance Society Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL. Group registered VAT number 368 5244 27.