Useful literature - Individuals & employers
Here you will find all of our key pieces of literature. You’ll find all of our Key Facts documents along with specific guides to our products and services.
Individual protection
Trust Forms
Deed of appointment document
This document is to be used to enable Additional Trustees to be appointed and for Trustees to retire (or be removed).
Deed of assignment
Our deed of assignment document.
Discretionary Trust form - joint life
Discover more about Discretionary Trusts for a joint life policy and how they could be the right option for your client.
Bare Trust form - joint life
Discover more about Bare Trusts for joint life policies - from definitions to the trust provisions and the declaration of trust.
Discretionary Trust form - single life
Discover more about Discretionary Trusts for a single life policy and how they could be the right option for your client.
Expression of Wishes form
Use this form to document who should receive the monies from your client's Trust Fund.
Bare Trust form - single life
Discover more about Bare Trusts for single life policies - from definitions to the trust provisions and the declaration of trust.
Business protection
Trust Forms
Flexible Business Trust Form
Discover more about Flexible Business Trusts and how they could be the right option for your clients' businesses.
Business Protection - option agreement
This document can be used to manage the business interests of your client's Shareholders/Partners in the event of a critical illness/death.
Relevant Life Insurance - Discretionary trust
A discretionary trust document for use with Relevant Life insurance.
Relevant Life Insurance - Expression of wishes form
Relevant Life Insurance Expression of Wishes form.
Deed of assignment
Our deed of assignment document.
Trust Guides
Trusts for Business - Guide
This guide explains how trusts work for Aviva's Business Protection policies.
Employee benefits
Aviva Life & Pensions UK Limited Master Trust deed
A document about the Aviva Life & Pensions UK Limited Master Trust.
Excepted Group Life Assurance Trust Form
Trust Deed form for employers that can be completed on-screen
How to complete the Excepted Group Life trust document
This guide explains how to complete the Excepted Group Life trust.
Excepted Group Life policy instruction form
Following the expiry of an Excepted Group Life trust, a replacement trust is put in place. This also requires replacement policies to be issued. This form instructs us to terminate the policy(ies) from a previous trust and set up new ones.