We've developed material for you to use with clients to help them understand why planning ahead now can provide peace of mind for their loved ones after they're gone.

  • Email template

    An editable template for you personalise and add in your own company details.

     

  • Letter template

    An editable PDF you can personalise and brand with your own company logo. See best practice guide for support on how to add logo.

  • Brochure

    A short editable brochure for you to share with clients on why they should nominate beneficiaries.

  • Watch now

    Video

    A short animation that you can use on social media or share the link directly with your clients.

    Access video

Editing your templates

Best practice on how to edit the templates, including how to add your company logo to the templates.

The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.