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RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS ... - Royal London

RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS ... - Royal London 2025

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The document outlines the procedures and forms required for establishing a Relevant Life Policy Trust and Nomination Forms for Royal London plans. It details the roles of employers and employees in completing the trust declaration and nomination forms, which are used to provide death benefits to employees outside of registered group life schemes. The trust holds benefits in discretionary trusts, allowing trustees to decide on distributions while typically avoiding inheritance tax implications. The document also includes guidance on trustee appointments, powers, and responsibilities.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the purpose of a nomination?

Nomination is part of the process of selecting a candidate for either election to a public office, or the bestowing of an honor or award. A collection of nominees narrowed from the full list of candidates is a short list.

What is a life insurance nomination form?

What is a Nomination? A nominee is a person who gets the sum assured as per the terms and conditions of your plan. This is generally a loved one like your spouse, child, parent or a sibling. Nomination refers to the process of picking out a nominee for your plan at the time of purchase.

What is the difference between a beneficiary and a nominee?

The beneficiary is the person or entity who will receive the funds or benefits in case of an event, such as the account holders demise. A nominee, on the other hand, is a person designated by the account holder to receive the assets or funds in the event of their death.

What is the purpose of nomination in insurance?

The purpose of nomination is to ensure that the policy moneys can be paid much faster without the need to obtain a Grant of Probate, Letters of Administration or Distribution Order and your loved ones can access the policy moneys quickly.

What is a trust nomination form?

The nomination form can be used to guide the trustees as to which of the discretionary beneficiaries (listed in the trust form) the employee would like to receive benefits. It can also be used to add new people to the list of discretionary beneficiaries in the trust, that the employee would like to receive benefits.

Why Royal London for protection?

Our pension and protection teams offer award-winning service, dedicated support teams and useful tools to help you provide the tailored service your clients value.

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