The literature index lists all the documents available from the Info Centre.
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If you require pensions literature, please read this important pensions literature information before selecting items from the categories below.
| Title | Type | Quantity |
|---|---|---|
| Data Capture Form |
|
Download Only |
| eSelect IP Policy Conditions |
|
Download Only |
| Houseperson's Cover on eSelect KFD |
|
Download Only |
| Houseperson's Cover on eSelect Policy Conditions |
|
Download Only |
| Income Protection on eSelect KFD |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Causes of a critical illness claim - Sales aid |
|
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| Critical Illness and Disability Benefit Simplified Guide |
|
Download Only |
| Data Capture Form |
|
Download Only |
| Data Capture Form (Black and White version) |
|
Download Only |
| eSelect Critical Illness Cover Key Facts Document |
|
Download Only |
| eSelect Critical Illness Cover Policy Conditions |
|
Download Only |
| eSelect Financial Underwriting Questionnaire |
|
Download Only |
| eSelect Life & Critical Illness Key Facts Document |
|
Download Only |
| eSelect Life Cover Key Facts Document |
|
Download Only |
| eSelect Life Cover Policy Conditions |
|
Download Only |
| GPR Client Consent Form |
|
Download Only |
| Life & Earlier CIC Policy Conditions |
|
Download Only |
| Technical Guide |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| eSelect Quick Points |
|
Download Only |
| eSelect Sales Aid: eSelect Offline vs. Online Applications |
|
Download Only |
| eSelect Trusts Guide |
|
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| Why eSelect? |
|
| Title | Type | Quantity |
|---|---|---|
| Application form |
|
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| Homebuyer Protection Key Facts |
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| Title | Type | Quantity |
|---|---|---|
| Application Form |
|
Download Only |
| Data Capture Form |
|
Download Only |
| Financial Underwriting Questionnaire |
|
Download Only |
| Level Term & Homebuyer Policy Conditions |
|
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| Level Term Assurance KFD |
|
| Title | Type | Quantity |
|---|---|---|
| Application Form |
|
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| Business Protection Adviser Sales Aid |
|
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| Business Protection Data Capture Form |
|
Download Only |
| Business Protection Decision Tree |
|
Download Only |
| Business Protection Plan Increasing Option Application Form |
|
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| Business Protection Policy Conditions |
|
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| Business Trust for a new policy application |
|
Download Only |
| Business Trust for an existing policy |
|
Download Only |
| Consumer Guide |
|
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| Draft Double (or Cross) Option Agreement |
|
Download Only |
| FADC and Interim Cover Wording |
|
Download Only |
| FAQ - Keyperson Insurance |
|
Download Only |
| FAQ - Shareholder & Partnership Protectio |
|
Download Only |
| Financial Underwriting Questionnaire |
|
Download Only |
| Keyfacts |
|
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| Keyperson Adviser Guide |
|
Download Only |
| Partnership and Shareholder Advisers Guide |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| A Comprehensive Income Protection Product - for your clients |
|
Download Only |
| B2C Protect your lifestyle sales aid |
|
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| Causes of an Income Protection Claim Sales Aid |
|
Download Only |
| comparison document |
|
Download Only |
| Data Capture Form |
|
Download Only |
| external Q&A |
|
Download Only |
| Houseperson's Benefit Key Facts Document |
|
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| How to calculate a split plan |
|
Download Only |
| Income Protection Application form |
|
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| Income Protection for Women |
|
Download Only |
| Income Protection interactive PDF hub |
|
Download Only |
| Income Protection Key Facts document |
|
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| Income Protection Policy Conditions |
|
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| IP Are you covered? |
|
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| Market Leading Income Protection from Friends Provident |
|
Download Only |
| Offering you the financial protection you need |
|
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| Phased sick pay |
|
Download Only |
| Protecting your pension contributions |
|
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| Providing you with financial peace of mind during your medical career |
|
Download Only |
| Statistically speaking, IP matters |
|
Download Only |
| Summary of Taxation of Income Protection |
|
| Title | Type | Quantity |
|---|---|---|
| Competitor comparison |
|
Download Only |
| Executive Income Protection Application Form |
|
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| Executive Income Protection Customer Sales Aid |
|
Download Only |
| Executive Income Protection Policy Conditions |
|
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| Key Facts Document |
|
| Title | Type | Quantity |
|---|---|---|
| As individual as you are...Claims support from FRIENDS |
|
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| Data Capture Form |
|
Download Only |
| Financial underwriting Questionnaire |
|
Download Only |
| Helping you understand - Protection from FRIENDS |
|
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| Maximise Your Income - Information Hub |
|
Download Only |
| Medical Underwriting Guide for Financial Advisers |
|
Download Only |
| Select Protection Application Form |
|
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| Select Protection Key Facts Document |
|
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| Select Protection Policy Conditions |
|
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| Smart disclosure on eSelect |
|
Download Only |
| Statistically speaking |
|
Download Only |
| Technical Guide |
|
| Title | Type | Quantity |
|---|---|---|
| Age Discrimination Technical Aid |
|
Download Only |
| Application form |
|
Download Only |
| Change of Principle Employer Form |
|
Download Only |
| Claims History form |
|
Download Only |
| Employee Claims Guide |
|
Download Only |
| Employee Guide to Tele-Interviews |
|
Download Only |
| Employer Claims Guide |
|
Download Only |
| Mid-Year New Entrants Details (for schemes taken out after 14/02/05) |
|
Download Only |
| Mid-Year New Entrants Details (for schemes taken out prior 14/02/05) |
|
Download Only |
| Policy Conditions |
|
Download Only |
| Quotation request form |
|
Download Only |
| Service Charter |
|
Download Only |
| Statement of Demands and Needs |
|
Download Only |
| Statement of Health & Insurability form |
|
Download Only |
| Switched Terms form |
|
Download Only |
| Technical Guide |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Adviser Folder - Protection Pack |
|
|
| Adviser Underwriting Guide |
|
|
| A Quality Offering with a Competitive Edge |
|
|
| A Seamless Service Experience |
|
|
| Business Risk Report |
|
Download Only |
| Commission flexibility sales aid |
|
Download Only |
| Do I Need to Protect? |
|
|
| Executive Income Protection Key Facts |
|
|
| GPR Client Consent Form |
|
Download Only |
| Helping you understand our application process - Consumer UW Guide |
|
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| How Do I Protect? |
|
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| Income Protection Dispense Limits |
|
Download Only |
| Making Your Life Easier |
|
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| Medical Underwriting Guide |
|
Download Only |
| Securing your future...Trusts from FRIENDS |
|
Download Only |
| Special events & Mortgage increase Application form |
|
Download Only |
| Statement of demands and needs |
|
Download Only |
| Statement of demands and needs letter template |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| App form (employer) - MPEN2/C |
|
|
| App form (individual) - MPEN2/B |
|
Download Only |
| App form (Protected Rights) - MPEN2/G |
|
Download Only |
| App form (Transfer Value) - MPEN2/E |
|
Download Only |
| Designation pack - EPEN2/C |
|
Download Only |
| DOFP brochure (issued with ICL) - XPEN102/Q |
|
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| Election not to join - XPEN77/K |
|
Download Only |
| Employer's questionnaire |
|
Download Only |
| FSA decision trees - XPEN95/G |
|
Download Only |
| Fund description doc (Managed fund, 5yr LIP default) - MPEN23/M |
|
Download Only |
| Investment brochure (Managed fund, 5yr LIP default) - MPEN23/D |
|
Download Only |
| Key features (advised) - MPEN2/A |
|
Download Only |
| Key features (non-advised) - MPEN2/J |
|
Download Only |
| Key features (Protected Rights) - MPEN2/F |
|
Download Only |
| Key features (Transfer Value) - MPEN2/D |
|
Download Only |
| Member booklet - MPEN15/A |
|
Download Only |
| Member Brochure - MPEN23/A |
|
Download Only |
| Terms and conditions - U411 |
|
| Title | Type | Quantity |
|---|---|---|
| Fund brochure (all funds) - MPEN6/E |
|
Download Only |
| Fund brochure (FP internal & index funds) - MPEN6/H |
|
Download Only |
| Fund brochure (FP internal funds only) - MPEN6/G |
|
Download Only |
| Guide (Employee Communications - support and services) - EPEN13/A |
|
Download Only |
| Sales aid (Core and additional funds) - XPEN204/T |
|
Download Only |
| Sales aid (Fancy a tracker?) - XPEN300/V |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Adviser guide - PPEN2/K |
|
Download Only |
| App Form (SIPP) - XPEN134/D |
|
Download Only |
| Dealing Guide - MPEN8/F |
|
Download Only |
| Investment adviser guide - PPEN2/Q |
|
Download Only |
| Key features - MPEN8/A |
|
Download Only |
| Member guide - MPEN8/B |
|
Download Only |
| Terms and conditions (Execution-Only Stock Broking And Fund Supermarket) - XPEN134/E |
|
Download Only |
| Trading policy - XPEN134/R |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| App form - XPEN136/D |
|
Download Only |
| Illustration Request Form - XPEN136/E |
|
Download Only |
| Key features - MPEN9/A |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| App form (Supplementary transfer) - EPEN5/A |
|
Download Only |
| App form (Trustees) - EPEN5/B |
|
Download Only |
| Buy-Out Guide - XPEN76/B |
|
|
| Key features - MPEN5/A |
|
Download Only |
| Policy Conditions - U334 |
|
Download Only |
| Pre-approved buy-out letter (bulk) - XPAL319 |
|
Download Only |
| Pre-approved buy-out letter (CIMP) - XPAL670 |
|
Download Only |
| Pre-approved buy-out letter (Protected Rights) -XPAL348 |
|
Download Only |
| Pre-approved buy-out letter - XPAL347 |
|
Download Only |
| Terms and conditions - U414 |
|
| Title | Type | Quantity |
|---|---|---|
| Adviser Guide (Salary sacrifice) - PPEN15/A |
|
Download Only |
| App form (Bulk Transfer-in) - EPEN3/C |
|
Download Only |
| App form (Members) - XPEN71/F |
|
|
| App form (Transfer Value) - MPEN3/C |
|
Download Only |
| App form (Trustees'; investment only) - MPEN3/B |
|
Download Only |
| Guide to claiming higher rate tax relief - MPEN15/C |
|
Download Only |
| Illustration (How much should I save for my pension?) - MPEN19/M |
|
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| Installation pack - EPEN3/A |
|
Download Only |
| Key features - EPEN3/E |
|
Download Only |
| Maximum Contributions Questionnaire - XPEN71/K |
|
Download Only |
| Member's booklet - MPEN3/D |
|
Download Only |
| Terms and conditions - U412 |
|
| Title | Type | Quantity |
|---|---|---|
| Announcement Letter - XPAL/58 |
|
Download Only |
| App form (Transfer Value) - MPEN4/C |
|
Download Only |
| App form (Trustees) - EPEN4/A |
|
Download Only |
| App form - MPEN4/B |
|
Download Only |
| Key features - EPEN4/B |
|
Download Only |
| Member's booklet - MPEN4/D |
|
Download Only |
| Terms and conditions - U413 |
|
| Title | Type | Quantity |
|---|---|---|
| App form (Trustees) - EPEN3/B |
|
Download Only |
| App form (Trustees - Investment and admin only) - EPEN3/D |
|
Download Only |
| Key features (Investment Only CIMP) - MPEN3/E |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Adviser Guide - XPEN204/C |
|
Download Only |
| App form (Increasing cover) - MPEN10/F |
|
Download Only |
| App form (NGPP - employer w/PCP) - MPEN10/E |
|
Download Only |
| App form (Stakeholder - employer w/PCP) - MPEN10/B |
|
Download Only |
| App form (standalone) - MPEN10/C |
|
Download Only |
| Key Features (IATS version) - MPEN10/D |
|
Download Only |
| Key Features - MPEN10/A |
|
Download Only |
| Policy Conditions - U358 |
|
| Title | Type | Quantity |
|---|---|---|
| Adviser Guide - PPEN4/O |
|
Download Only |
| App form (for children) -MPEN11/O |
|
Download Only |
| App form (Protected Rights) - MPEN11/K |
|
Download Only |
| App form (Transfer Value) - MPEN11/G |
|
Download Only |
| App form - MPEN11/C |
|
Download Only |
| Commission Options - MPEN21/V |
|
Download Only |
| Fund brochure - MPEN11/B |
|
Download Only |
| Key features (Protected Rights) - MPEN11/J |
|
Download Only |
| Key features (Transfer Value) - MPEN11/F |
|
Download Only |
| Key features - MPEN11/A |
|
Download Only |
| Sales Aid (LFCR) - MPEN11/V |
|
Download Only |
| Sales Aid (Pension Transfers) - MPEN23/V |
|
Download Only |
| Terms and conditions - U416 |
|
| Title | Type | Quantity |
|---|---|---|
| Adviser Guide - PPEN4/O |
|
Download Only |
| App form (for Children) - MPEN11/P |
|
Download Only |
| App form (Pension Credit Account) - XPEN109/S |
|
Download Only |
| App form (Protected Rights) - MPEN11/N |
|
Download Only |
| App form (Transfer Value) - MPEN11/I |
|
Download Only |
| App form - MPEN11/E |
|
Download Only |
| Fund brochure - MPEN11/B |
|
Download Only |
| Key features (Pension Credit) - MPEN11/R |
|
Download Only |
| Key features (Protected Rights) - MPEN11/M |
|
Download Only |
| Key features (Transfer Value) - MPEN11/H |
|
Download Only |
| Key features - MPEN11/D |
|
Download Only |
| Terms and conditions - U411 |
|
| Title | Type | Quantity |
|---|---|---|
| Fund brochure - MPEN23/O |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Terms and conditions - U415 |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Application Form |
|
|
| Brochure |
|
|
| FRIENDS Wealth Solutions Bond Policy Conditions |
|
|
| Fund Menu |
|
Download Only |
| FWSB Adviser Guide to Commission Flexibility |
|
Download Only |
| FWSB Data Capture Form |
|
Download Only |
| Increment Application Form |
|
Download Only |
| Key Features Document |
|
|
| Product Summary |
|
Download Only |
| Regular Withdrawal Scheme Request |
|
Download Only |
| Safeguard Optimiser Adviser Guide |
|
Download Only |
| Safeguard Optimiser Customer Sales Aid |
|
Download Only |
| Safeguard Optimiser Fund Guide |
|
|
| Trustee Application Form |
|
Download Only |
| Trustee Application Form for additional investments |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Application Form |
|
Download Only |
| Key Features Document |
|
|
| PIPB Brochure |
|
|
| Product Summary |
|
Download Only |
| Protected Investment Portfolio Bond Policy Conditions |
|
| Title | Type | Quantity |
|---|---|---|
| Application Pack |
|
|
| DGP Guide (using FWSB) |
|
|
| DGP Q&A |
|
Download Only |
| DGP using the FWSB - Adviser's guide |
|
Download Only |
| Discount Factors Sales Aid |
|
| Title | Type | Quantity |
|---|---|---|
| Adviser Guide |
|
Download Only |
| Application Pack |
|
|
| Concise Guide |
|
|
| Loan Trust Plan Q&As |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| IHT Consumer Guide |
|
Download Only |
| IHT Sales Aid |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Customer Identity Verification: Corporate |
|
Download Only |
| Customer Identity Verification: Private Individual |
|
Download Only |
| Identity Verification Certificate: Corporate |
|
Download Only |
| Identity Verification Certificate: Private Individual |
|
Download Only |
| Practice notes for completing a Corporate Customer Identity Varification Certificate |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Trust Form for a New Policy Application |
|
Download Only |
| Trust Form for an Existing Policy |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| The FRIENDS guide to trusts and your responsibilities as a trustee |
|
Download Only |
| Trust Form for a New Application |
|
Download Only |
| Trust Form for an Existing Policy |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Trust Form for a New Application |
|
Download Only |
| Trust Form for an Existing Policy |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Trust Form for an Existing Policy |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Trust Form for a New Application |
|
Download Only |
| Trust form for an Existing Policy |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Anxiety Stress and Depression Questionnaire |
|
Download Only |
| Armed Forces Questionnaire |
|
Download Only |
| Arthritis and Joint Pain Questionnaire |
|
Download Only |
| Aviation Questionnaire |
|
Download Only |
| Back and Neck Pain Questionnaire |
|
Download Only |
| Digestive System Questionnaire |
|
Download Only |
| Diving Questionnaire |
|
Download Only |
| Epilepsy Questionnaire |
|
Download Only |
| Equestrian Questionnaire |
|
Download Only |
| Financial Underwriting Questionnaire - Income Protection |
|
Download Only |
| Financial Underwriting Questionnaire - Life Cover |
|
Download Only |
| Gynaecological Questionnaire |
|
Download Only |
| Hazardous Sports Questionnaire |
|
Download Only |
| Medical Conditions Questionnaire |
|
Download Only |
| Oil and Natural Gas Industry Questionnaire |
|
Download Only |
| Respiratory Conditions Questionnaire |
|
Download Only |
| Skin Conditions Questionnaire |
|
Download Only |
| Statement of Health and Insurability |
|
Download Only |
| Surgical Questionnaire |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Agency Application Form |
|
Download Only |
| Commission Schedule |
|
Download Only |
| Direct Debit Instruction form |
|
Download Only |
| Full Cash In form for customers |
|
Download Only |
| Fund Variation Instruction Authority Form |
|
Download Only |
| Income Instructions for Distribution Funds |
|
Download Only |
| Investing for your future - How we manage our unit linked business |
|
Download Only |
| Investment Bond Withdrawal Scheme for Trustees |
|
Download Only |
| Investment Fund Variation Request Form (excluding pensions) |
|
Download Only |
| Letter of authority template (PDF) |
|
Download Only |
| Part Cash In form for customers |
|
Download Only |
| Regular Withdrawal Scheme Request |
|
Download Only |
| Terms of Business for Intermediaries |
|
Download Only |
| Terms of Business Guarantee |
|
Download Only |
| Unit Linked Pricing: Principles and Practices |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Deed of Removal of Loan Trust Trustees (where the settlor has the explicit power to do so) |
|
Download Only |
| Deed of Removal of Trustees (where the settlor has the explicit power to do so) |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Deed of Appointment and/or Retirement of Loan Trust Trustees |
|
Download Only |
| Deed of Appointment and/or Retirement of Trustees |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Deed of Assignment to Change the Legal Ownership of a Policy |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Deed of Appointment to Benefit |
|
Download Only |
| Title | Type | Quantity |
|---|---|---|
| Application form for additional investments |
|
Download Only |
| Income Distribution Bond application form for additional investments |
|
Download Only |
| Income Distribution Bond Fund List |
|
Download Only |
| Income Distribution Bond KFD for additional investments |
|
Download Only |
| Investment Portfolio Bond KFD for additional investments |
|
Download Only |
| Trustee increment application form |
|
Download Only |
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