Cover taken elsewhere

You've arranged protection elsewhere — thank you for letting us know

We're not trying to replace the cover you already have. This short form helps us keep your records accurate and confirm that suitable protection is in place, in line with our regulatory responsibilities as your mortgage advisers.

Why we ask

Clients arrange protection in lots of ways — through another adviser, a bank, an insurer directly, an online comparison service or an employer scheme. What matters is that appropriate cover is in place. Sharing a few details helps us to:

Demonstrate that your protection needs have been addressed.
Reflect your current arrangements on our file.
Take your existing cover into account in any future recommendations.
Identify whether any significant gaps remain.

Your details

Full name*

Email address*

Telephone number

Postcode

Where has your cover been arranged?

Where did you arrange the cover?*

Your policies

Add one entry per policy. If you have several plans (for example life cover with one insurer and income protection with another), please add each one so our records are complete.

Policy 1

Type of cover

Insurer / provider name

Policy or reference number

Policy start date

Policy term (years, if applicable)

Approximate sum assured (£)

Approximate monthly premium (£)

Is the policy written in trust?

Single or joint life?

Life assured — first name

Life assured — surname

Additional notes

Optional.

Upload your policy documents

Please share whatever you have — policy schedules, policy summaries, employer benefit statements, trust documentation or expression of wishes forms. Files are stored securely and only accessible to your MMPE adviser.

Click to add files

PDF, JPG, PNG or Word documents up to 10 MB each. You can add several files.

What influenced your decision?

Your feedback helps us to improve. There are no wrong answers and you're welcome to skip any question.

What was the main reason for arranging cover elsewhere?

How would you rate your overall experience arranging cover elsewhere?

What was the single most important factor in your decision?

Optional — one or two sentences is fine.

What could MMPE have done differently to improve your experience?

Honest feedback is welcome — we use it to improve our service.

Would you like a protection review in future?

A protection review isn't about replacing your policy. It's a chance to check that your cover, trust arrangements and beneficiaries still reflect your circumstances as life changes — moving home, additional borrowing, marriage, children, business ownership or inheritance planning.

Would you like MMPE to contact you for a review?

Preferred contact method

Best time to contact

Our commitment to you

Our objective is not to persuade you to replace protection arrangements you have made elsewhere. Where suitable cover has been arranged, we are pleased that appropriate steps have been taken to protect you and your family. By keeping our records accurate and offering ongoing reviews, we aim to help you make informed decisions and ensure your arrangements continue to meet your needs over time.

For more on trusts, beneficiaries and letters of wishes, see our guide to writing a policy in trust, choosing your beneficiaries and the expression of wishes guide.

Permissions*

I confirm the information above is accurate to the best of my knowledge and I'm happy for MMPE to update its records accordingly.I understand my details and any documents I upload will be processed in line with MMPE's privacy policy.

Your information is sent securely to My Mortgage & Protection Experts and used only for advising on your policy.