Life Insurance Planning Guide
Work through the people, commitments and existing cover that matter to your planning.
Explore the essentials
Knowledge Hub
Clear guides to help you understand protection and private medical cover before you decide what to ask an adviser.
Start with a practical question, explore a topic, or browse the archive by topic. Cover and eligibility always depend on your circumstances and the policy selected.
Start here
Three useful questions
- Who or what would need financial support?
- Which commitments would continue?
- What protection do you already have?
Browse by purpose
Find the right starting point
Helpful guides
Practical prompts for comparing the cover and amount you may need.
Protection resources
Deeper explanations of policy features and questions to ask.
Work and lifestyle
Context for how particular work or activities may affect an application.
Selected starting points
01 / Plan
02 / Learn
03 / Compare
Selected guides
Begin with these practical explanations, then explore the wider archive by topic.
Joint or single life insurance?
Understand the main differences between joint and separate cover before discussing your circumstances with an adviser.
Group Private Medical Insurance
Understand a workplace medical-cover option and the questions worth asking about it.
