This one’s for those of you with a touch of OCD. Up-to-the-minute awareness of your financial situation, with four reviews a year for total peace of mind. Well, there’s nothing wrong with being thorough…

What's included?

  • Policy administration (up to ten policies)
  • The maintaining of client details
  • Quarterly review meetings
  • Biannual policy valuation (up to ten policies)
  • Unlimited telephone support
  • Newsletter
  • Change of address processing
  • Five Fund switches per annum
  • Replacement of lost policy documents

What's not included?

  • Policy surrenders
  • Ad hoc policy withdrawals
  • Policy Increments

What’s the cost (per month) £80
Additional costs: 
  • Additional policy administration
    (per policy per month)
£3
  • Additional Fund switches
£25
  • Policy surrenders
£25
  • Ad hoc policy withdrawals
£25
  • Policy increments
£25
  • Additional meetings
£150
  • Additional portfolio valuations
£100
  • Addition or removal of parties connected to a trust
£35