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The Revert to Settlor Trust is available for use with existing Regular Savings Plans. It ensures that any benefits payable in the event of the settlor's death are held outside the settlor's estate for his or her chosen beneficiaries, while the maturity benefit (and any critical illness benefit payable under the plan) is held for the settlor.
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Revert to Settlor trust form (PDF)
The Revert to Settlor Trust is suitable for clients with existing Regular Savings Plans who:
Take a look at our other trust options
The Revert to Settlor trust is available for use with existing Regular Savings Plans.
Before proceeding further you should ensure that your client wishes to set up a Revert to Settlor Trust.
Complete the Revert to Settlor Trust form (PDF)
You will then need to print the form and ensure it is signed by all the relevant parties.
A copy of the trust form should be sent to us at the address below, so that records can be updated to show that the plan is now under trust.
Scottish Widows
PO Box 28117
15 Dalkeith Road
Edinburgh
EH16 9AN