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For answers to our frequently asked questions (FAQs) about Trusts,

choose an option below.

What is a Trust?
 

What is a Beneficiary?
 

What is a Trustee?
 

Who will benefit in the event of a claim on my policy?

 

Types of Trust 

What is a Discretionary Trust?
 

What is a Survivor's Discretionary Trust?
 

What is an Absolute Trust?
 

What is a Flexible Trust?
 

 

Setting up a Trust 

How do complete a Discretionary Trust? (Includes a video with an explanation of a Discretionary Trust, Settlor, Trustee and Beneficiary)
 

How do I complete my Survivor's Discretionary Trust form?
 

How do I complete my Flexible Trust?
 

How do I complete my Absolute Trust form?
 

How do I make my partner a beneficiary?
 

How do I make my child a beneficiary?
 

How do I make my child a trustee?
 

How do I make my partner a trustee?
 

Where do I send my trust documents?
 

Have you received my trust deed?
 

 

How do I amend an existing Trust?

How do I add or amend Trustees on an existing Trust?
 

How do I add or amend Beneficiaries on an existing Trust?
 

Can I change who will benefit in the event of a claim?
 

For advice speak to your financial adviser.

For more visit our Trust HUB.