FREE No Obligation Quotation

Step 1 of 3 - Policy details

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Please note: It is essential that all policy detail fields are completed.*

If you encounter any problems please call us on 01625 433222

Original Life Office*
Please see notes below
Original Life Office
The Life Company that your policy started with as shown on your policy document – if your life company now has a different name the notes on the right of this form may be of use.
Policy number*
Policy Number
The policy number can sometimes allow us to identify the original Life Company if there are any doubts. The number is taken for reference only and cannot be used by anyone other than the policy owner to access information held by the Life Office.
Start date - DD/MM/YYYY*
Maturity date - DD/MM/YYYY*
Maturity Date
The date your policy matures – the day and month should be the same as the start day and month i.e. the policy term would normally be a whole number of years. If your policy has not got a maturity date then it is probably a whole life policy and is unlikely to trade on the open market.
Premium payable*
Premium Payable
The amount that you pay on a regular basis to the Life Company.
Premium frequency*
Basic sum assured*
Basic Sum Assured
This figure is also known as: Sum Assured; Basic Benefit; Endowment Amount; With Profit Sum Assured; Minimum Life Insurance Amount; Amount on which Bonuses are Calculated. It will be mentioned on both your policy document and bonus statements. This figure should remain constant throughout the policy's life (unless physically altered, eg: Increase in mortgage amount).
Total reversionary bonus*
Total Reversionary Bonus
The total of all annual bonuses added to your policy to date. The figure will be shown on your last annual Bonus Notice – but you can always telephone the life office for the up to date figure.
Bonus date - DD/MM/YYYY
Surrender value*
Surrender Value
This is the amount that the Life Company would pay you if you surrendered the policy back to them. It is in your own best interests to have an accurate up to date figure ideally from within the last two weeks. Your Life Office will normally be able to give you the surrender value over the telephone.
Surrender value date - DD/MM/YYYY*
Has policy been altered or amended*
Has the Policy been altered or amended
Potential buyers will need to know if the policy details have changed e.g. has the Basic Sum Assured been increased or reduced, has the policy Term changed or has the premium changed. Any alterations may affect their decision to make an offer.
Is the policy jointly owned?*
Amendment details*
The market in traded endowment policies is, to the best of our knowledge, only concerned with traditional with-profit policies. If your policy is a unit-linked or a unitised with-profits endowment then, as far as we are aware, it will not trade on the commercial second-hand endowment market.

Title - Policy holder 1
Title other
First name*
Middle names
Last name*
Gender
Is anybody other than the Policy Holder(s) a Life Assured on the policy?
Please give details including Full Name(s) of Life/Lives Assured*
Title - Policy holder 2
Title other
First name*
Middle names
Last name*
Gender

Address*
Postcode*
Daytime contact number*
Email*

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Are you happy for us to submit your policy details to the Market Makers?*
By supplying the information on this enquiry form, you will enable us to ascertain whether you have the right type of Endowment Policy to potentially trade on the open-market. If that is the case we will pass on your name and policy details to a number of different Market Makers (companies that trade in second-hand policies) to see if they are able to make an offer to buy your policy for an amount above the surrender value you have been offered by the Life Office. We do not pass on any of your contact details at this stage. We cannot perform a ‘best price search’ without submitting your policy details to the Market Makers – Are you happy for us to proceed on this basis?
No
Yes
Do you consent to us releasing the additional information to enable the paperwork to be prepared?*
We will report back to you as soon as we have completed our search for offers, with the best offer received. There is no charge for us performing the search and you are under no obligation to accept any offer, however if you wish to proceed with an offer we will arrange for the relevant paperwork to be prepared and sent to you. This will require us to pass on further information to the Market Maker concerned, such as the full name(s) and address of the policy owners and life/lives assured (where different), Dates of Birth and contact information. If we obtain an offer that you wish to proceed with, do you consent to us releasing the additional information to enable the paperwork to be prepared?
No
Yes
Would you allow us to contact you from time to time with details of services or products that we believe may be of interest to you?*
Finally we may, from time to time wish to contact you with details of services or products that we believe may be of interest to you.
No
Yes
Phone
This field is for validation purposes and should be left unchanged.

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How to find the ORIGINAL Life Company

Aviva policy numbers

Commercial Union – Usually starts with A then 7 numbers
General Accident – Usually 7 numbers then 2 letters
Norwich Union – Usually a letter then 8 numbers
Provident Mutual – Usually all numbers

Friends Life policy numbers

Axa Equity & Law – Usually start H then 6 numbers
Axa Sun Life – Usually 7 numbers
Colonial Mutual Life – Usually D then 6 numbers and sometimes a letter at the end
London & Manchester – Usually 8 or 9 numbers
Sun Life Assurance Society – Usually 7 numbers
United Kingdom Provident Institution (UKPI) – Usually 7 numbers

Phoenix policy numbers

Britannia – Usually 6 numbers then a letter
Britannic – Usually 7-8 numbers start with 8
Crusader – Usually start with 1 or 2 letters
Life Association of Scotland – Usually all numbers
Phoenix Assurance – Usually 6 numbers then a letter
Royal Life – Usually starts with Q, C or D
Sun Alliance – Usually starts A then 7 numbers
Scottish Provident – Usually 7 numbers then a letter
Swiss Life – Usually starts with an 8 and ends with a letter
Scottish Mutual – Usually all numbers

Prudential endowment policy numbers

Prudential – Usually starts 1 with 8 numbers
Scottish Amicable – 3 numbers 2 letters 3 numbers

FREE No Obligation Quotation

Step 1 of 3 - Policy details

Original Life Office

Policy Number

Maturity Date

Premium Payable

Basic Sum Assured

Total Reversionary Bonus

Surrender Value

Has the Policy been altered or amended

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