Access and download trust forms
Useful forms to help put your protection plan in trust.
If you have a protection plan with us, you can find a list of trust forms that may be suitable to help you to put your plan in trust.
If you're a Scottish Provident plan holder, please note that these forms can be used for existing Scottish Provident plans as well.
We strongly recommend that you take separate legal and taxation advice prior to signing the trust form and while the trust is in existence.
The Financial Conduct Authority and the Prudential Regulation Authority do not regulate legal advice, taxation advice and trust advice.
Trust forms
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- Gift Trust - Discretionary (PDF)
- Letter of Wishes (PDF)
- Deed of Appointment of a New Trustee (PDF)
- Deed to Remove Settlor (PDF)
- Deed of Appointment of a Beneficiary (PDF)
- Deed of Assignment (PDF)
- Deed of Appointment - Absolute Split Trust (PDF)
- Relevant Life Plan Trust - Deed of Appointment and Assignment (PDF)
- Relevant Life Plan Nomination Form (PDF)
- Deed of Appointment and Assignment - Business Trust (PDF)