A transfer of agency is a written request from the policy owner to change the named financial adviser on a policy. Once accepted, we will only discuss policy details with the new adviser.

You can send a Transfer of Agency request to the contact details below.

Ensure that your transfer of agency request includes an effective start date, the policy number(s), name and address of your chosen new financial adviser and the signature of the policy holder(s) (including any trustees if applicable).

Please note that your previous financial adviser will no longer be entitled to information about the policy from this point. Policies can't be discussed with anyone who doesn't have authority. All discussions will only take place once suitable verification checks have been completed.

What is a letter of authority?