Protection policies in trust
Helping you choose which protection trusts best suit your client.
Trusts explained
Help me choose a trust
For Scottish Widows Protect policies we currently offer a choice of eight supporting trusts.
The trust chooser below is designed to help you decide which trust may be most appropriate for your clients' needs.
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If you require a PDF version of our trust forms, you can access these below:
- Flexible Split Trust (PDF, 3MB)
- Flexible Split Survivorship Trust (PDF, 123KB)
- Flexible (Discretionary) Gift Trust (PDF, 605KB)
- Flexible Survivorship Trust (PDF, 123KB)
- Absolute Split Trust (PDF, 2MB)
- Absolute Gift Trust (PDF, 620KB)
- Relevant Life Policy Trust (PDF, 600KB)
- Business Trust (PDF, 167KB)
*This will be suitable for new ‘Own Life’ single life, death benefit policies with or without critical illness cover. It may be appropriate to consider setting up a separate option agreement, dependent on circumstances. We can provide a draft document for use by a legal adviser in drawing up any suitable agreement.