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Group Life Trustee proposal (PDF 124KB) - Aviva - aviva co

Group Life Trustee proposal (PDF 124KB) - Aviva - aviva co 2025

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The document is a Trustee Proposal Form for Group Life insurance provided by Aviva. It outlines the necessary information and requirements for trustees and the principal employer to complete in order to establish a policy. The form includes sections for identifying the principal employer, trustee status, signatories, policy authorisation, and a declaration of accuracy. It emphasizes the importance of truthful completion as it forms the basis of the contract between the parties involved.

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Got questions?

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

Who should I put on the expression of wish form?

These would include family (including dependants), trusts and charities and also anyone else nominated (nominees) by the member. Following death, the pension scheme trustee or administrator will make enquiries and seek information to assist them in exercising their discretion.

What is the Aviva letter of wishes?

Friends Life Formed in 2011 following the amalgamation of Friends Provident, the majority of AXAs UK Life business, and Bupa Health Assurance. The business was acquired by Aviva in April 2015.

What is a trustee group life policy?

How does group life cover work? If you die, death in service benefit pays out a lump sum to your family or next of kin. The lump sum is usually based on a multiple of your salary, for example two, three, or four times your salary.

What is the purpose of a letter of wishes?

A letter of wishes allows you to guide your executors, trustees and/or family on specific, sometimes difficult, matters that require discretion, and ensures that they are aware of how you want them to deal with your assets.

What is the letter of wish for pension?

Your expression of wish is a statement that tells us who youd choose to receive your pension savings if you die before you retire. We refer to those people as beneficiaries. What you write on the form is a key influence for our trustees as they make a decision about releasing your savings.

What is the group life assurance scheme?

This form tells the Trustees who youd like to benefit from the Trust. The Trustees still have freedom to decide who of the Potential Beneficiaries (as defined in the Trust) is to benefit from the Trust. However, they may look at your Expression of wishes before making any decision about benefits.

Who can see a letter of wishes?

A will becomes a public document if a grant of representation is obtained, but a letter of wishes remains confidential to the executors, trustees or family members.

Group Life Trustee proposal (PDF 124KB) - Aviva - aviva co 2025

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