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BROKER CENTRE
Documents & forms
Current Group Life documents, forms, technical guides and supporting material.
General Downloads
Fair Value Assesment - May 2026
PDF
Open
Fair Value Assesment - May 2025
PDF
Open
Fair Value Assesment - April 2024
PDF
Open
RAM Service Standards
PDF
Open
Terms of Business Agreement (TOBA)
PDF
Open
Complaints Procedure
PDF
Open
Expression of Wishes
Word
Open
Authorised Signatories and Change of Scheme Details
Authorised Signatories
PDF
Open
Authorised Signatories
Word
Open
Change of Scheme Details
PDF
Open
Change of Scheme Details
Word
Open
Claim Forms
Registered and Excepted Group Life claim forms, plus supporting guidance.
Proposal Forms
Registered Group Life
Registered Group Life Proposal Form
PDF
Open
Registered Group Life Proposal Form
PDF
Open
Registered Master Trust Participation Agreement Form
PDF
Open
Registered Master Trust Participation Agreement Form
PDF
Open
Excepted Group Life
Excepted Group Life with Master Trust Proposal Form
PDF
Open
Excepted Group Life with Master Trust Proposal Form
Word
Open
Excepted Master Trust Participation Agreement Form
PDF
Open
Excepted Master Trust Participation Agreement Form
Word
Open
Relevant Life
Relevant Life Policy Proposal Form
PDF
Open
Relevant Life Policy Proposal Form
Word
Open
Relevant Life Policy with Master Trust Proposal Form
PDF
Open
Relevant Life Policy with Master Trust Proposal Form
Word
Open
Underwriting Forms
Medical underwriting, late entrant and evidence forms organised by use rather than by insurer history.
Technical Guides
Current Registered, Excepted and Relevant Life technical guides.
2026
Registered Group Life Assurance Technical Guide 11.2026
PDF
Open
Registered Group Life Assurance Technical Guide 04.2026
PDF
Open
Excepted Group Life Assurance Technical Guide 11.2026
PDF
Open
Excepted Group Life Assurance Technical Guide 04.2026
PDF
Open
2025
Registered Group Life Assurance Technical Guide 08.2025
PDF
Open
Excepted Group Life Assurance Technical Guide 08.2025
PDF
Open
Registered Group Life Assurance Technical Guide 02.2025
PDF
Open
Excepted Group Life Assurance Technical Guide 02.2025
PDF
Open
2024
Registered Group Life Assurance Technical Guide 04.2024
PDF
Open
Excepted Group Life Assurance Technical Guide 04.2024
PDF
Open
Policy Conditions & Definitions
Current Shepherds Friendly policy documents, clearly separated by product and trust arrangement.
Registered Group Life
Registered Policy Conditions and Definitions 04.2024
PDF
Open
Registered Master Trust Policy Conditions and Definitions 04.2024
PDF
Open
Excepted Group Life
Excepted Policy Conditions and Definitions 04.2024
PDF
Open
Excepted Master Trust Policy Conditions and Definitions 04.2024
PDF
Open
Relevant Life
Relevant Life Policy Conditions and Definitions 04.2024
PDF
Open
Trust Documentation
Participation forms, trust deeds and supporting Master Trust documentation.
Excepted
Excepted Draft Trust Deed and Rules
Word
Open
Excepted Draft Deed of Participation
Word
Open
Registered
Registered Draft Trust Deed and Rules
Word
Open
Registered Draft Deed of Participation
Word
Open
Master Trust
Excepted Master Trust Deed & Rules
PDF
Open
Registered Master Trust Deed & Rules
PDF
Open
Insurance Act
RAM guidance relating to fair presentation of risk and the Insurance Act 2015.
Insurance Act 2015
PDF
Open