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| Introduction | |
| List of qualifying policies | |
| Are you eligible? | |
| Questions and answers | |
| How to claim |
Consumer > Qualifying policies
Qualifying policies
Not all policies issued by The Scottish Life Assurance Company conferred membership on an individual (eg. most Personal Pensions Plans did not). There are 2 types of qualifying policies:
- Policies which conferred individual membership
- Policies which conferred individual membership on the trustee(s) or an employer
1. Policies which conferred membership
| A - P | P - Y |
|---|---|
| 100 per cent.Mortgage Plan Better Life Cash Plan Bonus House Purchase Plan Budget House Purchase Plan Budget Plan Buy-Out Bond Capital Investment Bond Capital Trust* Capitalplan Capitalplan Deluxe Capitalplan on Deposit Child's Deferred Assurance (Non Profit) Child's Deferred Assurance (With Profits) Convertible Assurance Scheme Convertible Life Assurance Convertible TermAssurance Crest Growth Pension Plan (Individual Policy) Crest Secure Pension Plan (Individual Policy) Decreasing TermAssurance Deferred Annuity Policy (Non Profit) Deferred Annuity Policy (With Profits) Economic Low CostMortgage Plan Educational Endowment Plan (Non Profit) Educational Endowment Plan (With Profits) Endowment Pension (Non Profit) Endowment Pension (With Profits) Family Income Plan (Dynamic) Family Income Plan (Level) Fidei Defensor (Non Profit) Fidei Defensor (With Profits) Flexible Life Plan Flexible Policy Group Health Plan (Individual Policy) Guaranteed Income Scheme Homeplan Immediate Annuity Policy Income Bonus Bond Income Bonus Bond 2 Income Bonus Bond 3 Inheritance Plan Level Term Assurance Low CostMortgage Plan Maximum Investment Plan Mortgage Cancellation Scheme Non Profit Endowment Assurance Personal Pension Bond (Non Profit) |
Personal Pension Bond (With Profits) |
| *As these policies are written under trust, only the trustee(s) may be the member(s). | |
2. Policies which conferred membership on the trustee(s) or an employer
2.1 Policies in respect of which Scottish Life, as the trustee of The Scottish Life Personal Pension Scheme or of The Scottish Life Free-Standing AVC Scheme, was the member:
| Retirement Options - Income Drawdown Retirement Options - Phased Income Drawdown Retirement Options - Phased Retirement Retirement Solutions Group Personal Pension Plan Talisman Continuation Pension Plan Talisman Free-Standing AVC Plan |
Talisman Group Pension Plan |
2.2 Policies which are written in trust or are taken out by an employer and in respect of which the trustees or the employer may be former members:
| C - H | I - V |
|---|---|
| Compulsory Purchase Annuity Crest Growth Pension Plan (Group Policy) Crest Secure Pension Plan (Group Policy) Executive Pension Investment Plan Group Endowment Plan (Non Profit) Group Endowment Plan (With Profits) Group Health Plan* (Group Policy) Group Life Assurance Scheme GroupWith Profits Plan Guaranteed Pension Plan (Non Profit) Guaranteed Pension Plan (With Profits) Hallmark Executive Pension Plan |
Immediate Discount Plan (ID) |
| *In the case of the Group Health Plan, the employer will be the member. | |
Next steps
- Introduction
- List of qualifying policies
- Are you eligible?
- Questions and Answers
- How to claim
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© Scottish Life, 19 St Andrew Square, Edinburgh, EH2 1YE.
Scottish Life is a division of Royal London and markets products produced by Royal London. Royal London consists of The Royal London Mutual Insurance Society Limited and its subsidiaries. The Royal London Mutual Insurance Society Limited provides life and pension products, is a member of the Association of British Insurers and is authorised and regulated by the Financial Services Authority, registration number 117672. Royal London Marketing Limited acts as an insurance intermediary for general insurance products and is authorised and regulated by the Financial Services Authority, registration number 302391.
