A six-monthly check up, just like the dentist, except a lot less painful. Two in-depth financial reviews a year to keep everything ticking along nicely, giving you the chance to have a one-to-one on any areas that are concerning you.

What's included?

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

What's not included?

  • Policy surrenders
  • Ad hoc policy withdrawals
  • Policy Increments
  • Replacement of lost policy documents

What’s the cost (per month) £50
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
  • Replacement policy documents
£25
  • Addition or removal of parties connected to a trust
£35