Skip to Content

Whole of Life Plan

Whole of Life Plan

The Whole of Life Plan has been designed to help you protect your family from the financial costs when you die, such as funeral expenses, taxes and other duties. It can also be used to help maintain your family’s lifestyle or simply to leave as a legacy.

The Whole of Life Plan provides a tax free lump sum on your death whenever that may happen.

  • It is a regular premium plan that lasts for the rest of your life. It is designed to pay a cash lump sum on your death, whenever that occurs.
  • It has been designed to help you protect your family from the financial costs arising on death, such as funeral expenses, taxes and other duties. It can also be used to help maintain your family’s lifestyle or simply to leave as a legacy. 
  • You can name who you want the proceeds of the policy to go to which for which means it falls outside of your estate and can be paid directly to whoever you want, avoiding the need to confirm this intention in a Will.
Back to top