How do I place my policy in trust?

Contents

You can complete the trust form and send it to us via email or by post:

Beagle Street
16-17 West Street,
Brighton
BN1 2RL

If you want a paper copy, please call us on 0800 247 247 and request the trust form.

Please see below some key information before you place your policy into trust:

Think about who you want to act as your trustees. The trustee will make sure your pay-out is split between your chosen family and friends
You will need the postal address and email address of each trustee to complete the form
You will need your policy number. This can be found in your policy schedule that was emailed to you when you set up your cover with Beagle Street
You can add up to four trustees
Life insurance can only be written in trust once. It is possible to amend the trust to add, amend or remove trustees or beneficiaries
You can also write a letter of wishes after a trust has been written, which gives the trustees details about how to distribute the pay-out from the policy
If your policy includes critical illness then it can be placed in trust, but any claim made on critical or terminal illness will be paid directly to you

Once we’ve received your completed form, a member of the team will review it and get back to.