Lily and George: Joint Life Term Assurance

When Lily and George took out a joint life term assurance policy with us, they did so to protect themselves and their young children Oscar and Isla for the future. Having a young family and an outstanding mortgage of £400,000 meant that if Lily or George unexpectedly passed away the family would struggle to cope with the financial burden left behind. With their new policy Lily and George were left with peace of mind that the surviving spouse would receive a lump sum payment, providing them with financial security when they needed it most.

When deciding how much life cover a person needs, we like to recommend at least 10 times your annual salary. We feel this figure provides enough money to pay off any outstanding mortgage and cover your dependents’ future for years to come.

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Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.