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Literature Index

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.

• Protection

  • eSelect literature - Income Protection

    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

  • eSelect literature - Life & Critical Illness

    Title	Type	Quantity
    Causes of a critical illness claim - Sales aid		1 2 5 10 15 20
    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

  • eSelect - Other

    Title	Type	Quantity
    eSelect Quick Points		Download Only
    eSelect Sales Aid: eSelect Offline vs. Online Applications		Download Only
    eSelect Trusts Guide		1 2 5 10 15 20
    Why eSelect?		1 2 5 10 15 20

  • Homebuyer Protection Plan (Decreasing Term)

    Title	Type	Quantity
    Application form		Download Only
    Homebuyer Protection Key Facts		1 2 5 10 15 20

  • Level Term

    Title	Type	Quantity
    Application Form		Download Only
    Data Capture Form		Download Only
    Financial Underwriting Questionnaire		Download Only
    Level Term & Homebuyer Policy Conditions		1 2 5 10 15 20
    Level Term Assurance KFD		1 2 5 10 15 20

  • Business Protection

    Title	Type	Quantity
    Application Form		1 2 5 10 15 20
    Business Protection Adviser Sales Aid		1 2 5 10 15 20
    Business Protection Data Capture Form		Download Only
    Business Protection Decision Tree		Download Only
    Business Protection Plan Increasing Option Application Form		1 2 5 10 15 20
    Business Protection Policy Conditions		1 2 5 10 15 20
    Business Trust for a new policy application		Download Only
    Business Trust for an existing policy		Download Only
    Consumer Guide		1 2 5 10 15 20
    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		1 2 5 10 15 20
    Keyperson Adviser Guide		Download Only
    Partnership and Shareholder Advisers Guide		Download Only

  • Individual Income Protection Plan

    Title	Type	Quantity
    A Comprehensive Income Protection Product - for your clients		Download Only
    B2C Protect your lifestyle sales aid		1 2 5 10 15 20
    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		1 2 5 10 15 20
    How to calculate a split plan		Download Only
    Income Protection Application form		1 2 5 10 15 20
    Income Protection for Women		Download Only
    Income Protection interactive PDF hub		Download Only
    Income Protection Key Facts document		1 2 5 10 15 20
    Income Protection Policy Conditions		1 2 5 10 15 20
    IP Are you covered?		1 2 5 10 15 20
    Market Leading Income Protection from Friends Provident		Download Only
    Offering you the financial protection you need		1 2 5 10 15 20
    Phased sick pay		Download Only
    Protecting your pension contributions		1 2 5 10 15 20
    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		1 2 5 10 15 20

  • Executive Income Protection Plan

    Title	Type	Quantity
    Competitor comparison		Download Only
    Executive Income Protection Application Form		1 2 5 10 15 20
    Executive Income Protection Customer Sales Aid		Download Only
    Executive Income Protection Policy Conditions		1 2 5 10 15 20
    Key Facts Document		1 2 5 10 15 20

  • Select Protection

    Title	Type	Quantity
    As individual as you are...Claims support from FRIENDS		1 2 5 10 15 20
    Data Capture Form		Download Only
    Financial underwriting Questionnaire		Download Only
    Helping you understand - Protection from FRIENDS		1 2 5 10 15 20
    Maximise Your Income - Information Hub		Download Only
    Medical Underwriting Guide for Financial Advisers		Download Only
    Select Protection Application Form		1 2 5 10 15 20
    Select Protection Key Facts Document		1 2 5 10 15 20
    Select Protection Policy Conditions		1 2 5 10 15 20
    Smart disclosure on eSelect		Download Only
    Statistically speaking		Download Only
    Technical Guide		1 2 5 10 15 20

  • Group Income Protection Plan

    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

  • Other

    Title	Type	Quantity
    Adviser Folder - Protection Pack		1 2 5 10 15 20
    Adviser Underwriting Guide		1 2 5 10 15 20
    A Quality Offering with a Competitive Edge		1 2 5 10 15 20
    A Seamless Service Experience		1 2 5 10 15 20
    Business Risk Report		Download Only
    Commission flexibility sales aid		Download Only
    Do I Need to Protect?		1 2 5 10 15 20
    Executive Income Protection Key Facts		1 2 5 10 15 20
    GPR Client Consent Form		Download Only
    Helping you understand our application process - Consumer UW Guide		1 2 5 10 15 20
    How Do I Protect?		1 2 5 10 15 20
    Income Protection Dispense Limits		Download Only
    Making Your Life Easier		1 2 5 10 15 20
    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

• Pensions

  • New Generation Personal Pension Plan

    Title	Type	Quantity
    App form (employer) - MPEN1/C		1 2 5 10 15 20
    App form (individual) - MPEN1/B		Download Only
    App form (Protected Rights) - MPEN1/G		Download Only
    App form (Transfer Value) - MPEN1/E		Download Only
    DOFP brochure (issued with ICL) - XPEN102/R		1 2 5 10 15 20
    Election not to join - XPEN70/K		Download Only
    Employer's questionnaire - EPEN1/J		Download Only
    Fund description doc (all funds) - MPEN23/L		Download Only
    Fund description doc (FP internal & BlackRock funds only) - MPEN23/N		Download Only
    Fund description doc (FP internal funds only) - MPEN23/P		Download Only
    Investment brochure (FP internal, Index funds only) - MPEN23E		Download Only
    Investment brochure (FP internal funds only) - MPEN23/F		Download Only
    Investment brochure (Managed fund, 5yr LIP default) - MPEN23/H		Download Only
    Investment brochure (no default) - MPEN23/C		Download Only
    Investment brochure (w/LFCR) - MPEN23/Q		Download Only
    Investment brochure (w/SIPP, no default) - MPEN23/G		Download Only
    Investment brochure (w/SIPP; Managed fund, 5yr LIP default) - MPEN23/I		Download Only
    Key features (advised) - MPEN1/A		Download Only
    Key features (non-advised, ICL supporting) - MPEN1/I		Download Only
    Key features (non advised) - MPEN1/K		Download Only
    Key features (Protected Rights) - MPEN1/F		Download Only
    Key features (Transfer Value) - MPEN1/D		Download Only
    Key features (w/SIPP, advised) - MPEN7/A		Download Only
    Key features (w/SIPP, non advised) - MPEN7/E		Download Only
    Key features (w/SIPP, Protected Rights) - MPEN7/C		Download Only
    Key features (w/SIPP, Transfer Value) - MPEN7/B		Download Only
    Member brochure - MPEN23/A		Download Only
    Member documentation guide - MPEN15/B		1 2 5 10 15 20
    Membersite brochure - MPEN20/E		1 2 5 10 15 20
    Nomination form - MPEN19/J		Download Only
    Terms and conditions - U410		1 2 5 10 15 20

  • Group Stakeholder Pension Scheme

    Title	Type	Quantity
    App form (employer) - MPEN2/C		1 2 5 10 15 20
    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		1 2 5 10 15 20
    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		1 2 5 10 15 20

  • New Gen Investment Funds & Product Guides

    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

  • New Generation GPP SIPP Option

    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

  • New Generation GPP Income Withdrawal

    Title	Type	Quantity
    App form - XPEN136/D		Download Only
    Illustration Request Form - XPEN136/E		Download Only
    Key features - MPEN9/A		Download Only

  • New Generation Transplan

    Title	Type	Quantity
    App form (Supplementary transfer) - EPEN5/A		Download Only
    App form (Trustees) - EPEN5/B		Download Only
    Buy-Out Guide - XPEN76/B		1 2 5 10 15 20
    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		1 2 5 10 15 20

  • New Generation Company Pension Scheme

    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		1 2 5 10 15 20
    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		1 2 5 10 15 20
    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		1 2 5 10 15 20

  • New Generation Group AVC

    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		1 2 5 10 15 20

  • New Generation Investment Only Company Pension Scheme

    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

  • New Generation Pension contribution Protection

    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		1 2 5 10 15 20

  • The Personal Range Individual Personal Pension

    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		1 2 5 10 15 20

  • The Personal Range Individual Stakeholder Pension

    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		1 2 5 10 15 20

  • Pre-NGP Investment Guides

    Title	Type	Quantity
    Fund brochure - MPEN23/O		Download Only

  • Trustee Investment Plan

    Title	Type	Quantity
    Terms and conditions - U415		Download Only

• Investments

  • FRIENDS Wealth Solutions Bond

    Title	Type	Quantity
    Application Form		1 2 5 10 15 20
    Brochure		1 2 5 10 15 20
    FRIENDS Wealth Solutions Bond Policy Conditions		1 2 5 10 15 20
    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		1 2 5 10 15 20
    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		1 2 5 10 15 20
    Trustee Application Form		Download Only
    Trustee Application Form for additional investments		Download Only

  • Protected Investment Portfolio Bond

    Title	Type	Quantity
    Application Form		Download Only
    Key Features Document		1 2 5 10 15 20
    PIPB Brochure		1 2 5 10 15 20
    Product Summary		Download Only
    Protected Investment Portfolio Bond Policy Conditions		1 2 5 10 15 20

  • Discounted Gift Plan using FRIENDS Wealth Solutions Bond

    Title	Type	Quantity
    Application Pack		1 2 5 10 15 20
    DGP Guide (using FWSB)		1 2 5 10 15 20
    DGP Q&A		Download Only
    DGP using the FWSB - Adviser's guide		Download Only
    Discount Factors Sales Aid		1 2 5 10 15 20

  • Loan Trust Plan

    Title	Type	Quantity
    Adviser Guide		Download Only
    Application Pack		1 2 5 10 15 20
    Concise Guide		1 2 5 10 15 20
    Loan Trust Plan Q&As		Download Only

  • Inheritance Tax

    Title	Type	Quantity
    IHT Consumer Guide		Download Only
    IHT Sales Aid		Download Only

• Money Laundering

  • Money Laundering

    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

• Trusts

  • Bare Trust

    Title	Type	Quantity
    Trust Form for a New Policy Application		Download Only
    Trust Form for an Existing Policy		Download Only

  • Discretionary Trust

    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

  • Discretionary Trust Disability Benefits Reserved

    Title	Type	Quantity
    Trust Form for a New Application		Download Only
    Trust Form for an Existing Policy		Download Only

  • Discretionary Trust for Personal Pensions

    Title	Type	Quantity
    Trust Form for an Existing Policy		Download Only

  • Probate Trust

    Title	Type	Quantity
    Trust Form for a New Application		Download Only
    Trust form for an Existing Policy		Download Only

• Point of Sale Questionnaires

  • Point of Sale Questionnaires

    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

• General

  • General

    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

• Annuities

  • Compulsory Purchase Annuity

    Title	Type	Quantity
    Addendum to substitute Personal Pension Annuity application Form		Download Only
    Friends Provident Lifetime Annuity policy conditions		1 2 5 10 15 20
    Lifetime Annuity Key features		Download Only
    Make the most of your retirement		Download Only
    Personal Pension Annuity and Protected Annuity policy conditions		Download Only
    Substitute Occupational Annuity Application Form		1 2 5 10 15 20
    Substitute Personal Pension Annuity Additional Declaration		1 2 5 10 15 20
    Substitute Personal Pension Annuity Application Form		1 2 5 10 15 20

• Deeds

  • Deed of Removal of Trustees

    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

  • Deed of Appointment and/or Retirement of Trustees

    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

  • Deed of Assignment

    Title	Type	Quantity
    Deed of Assignment to Change the Legal Ownership of a Policy		Download Only

  • Deed of Appointment to Benefit

    Title	Type	Quantity
    Deed of Appointment to Benefit		Download Only

• Legacy

  • Investments

    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