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Our Relevant Life Cover Trust is specially designed for use with Relevant Life policies. Relevant Life Cover Trusts should be established at policy outset and must be signed and dated on or before the start date of the policy for it to be valid. This is a discretionary trust although your client may wish to name specific beneficiaries by completing a Letter of Wish form.
You should consider a Relevant Life Cover Trust policy trust if your client is an employer and they wish to:
If you have decided that a Relevant Life Cover Trust (PDF) is suitable for your client please send us the completed and signed trust documentation as soon as possible. We cannot treat a benefit as being under trust until we have received the relevant documentation.
For relevant life the forms must be signed and dated on or before the start date of the policy for it to be valid. If it is not correctly completed we may not be able to accept the application.
Our trust forms are editable PDFs. This means that you can complete them online and email to your client for them to print and sign.
Completed, signed and dated, trust forms can be sent to us either by email (a scanned copy or even send a photo) or by post.
Please remember to include the relevant plan number and ensure that the form has been signed and dated.
Scottish Widows Protect Servicing Team,
15 Dalkeith Road
Trusts are documents with legal significance that may affect the rights, obligations and tax position of your client and the beneficiaries. You should not proceed unless you are satisfied that you understand its effect and that it achieves your objectives. If you have any doubts or uncertainties you should seek the appropriate legal guidance. Special consideration may be required where persons are either resident or domiciled outside the UK.