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Existing life cover

Tell us about the protection you already have

Sharing a few details about your existing policies helps us keep your records accurate, take your current cover into account in any future advice, and identify any significant gaps. You can either upload your policy documents, complete the details below, or do both — whichever is easiest for you.

Your details

Full name*

Email address*

Telephone number

Postcode

Two easy ways to share your policy information

Option 1

Upload your policy documents

Attach your policy schedules or the acceptance terms you received from the insurer. That gives us everything we need.

Option 2

Type in the details of your policies

Complete the fields below for each plan. You can add several policies if you have more than one.

You're welcome to do either or both — anything you share is helpful.

Option 1 — Upload your policy schedules or acceptance terms

Files are stored securely and only accessible to your MMPE adviser. PDF, JPG, PNG or Word documents up to 10 MB each.

Click to add files

You can add several files.

Option 2 — Complete your policy details

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.

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 for this policy

Optional.

Anything else you'd like to tell us?

Further information about your existing cover

Optional — for example beneficiaries you'd like to nominate, changes since the policy started, or anything you'd like your adviser to be aware of.

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.