Protect your family and make them more financially secure by leaving a lump sum.
Provided, administered and underwritten by Aviva Life & Pensions UK Limited
Insurance which could provide a lump sum if you die, or depending on the policy you take out, if you’re diagnosed with a specified critical illness
We’ll pay cashback once per customer. For qualifying joint life protection policies we'll pay it to the first named policyholder. This offer can be withdrawn at any time. See full cashback terms and conditions (pdf) (582 KB)
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- Life Insurance Plan Policy Summary (pdf)
- Life Insurance Plan Policy Conditions (pdf)
- Critical Illness Plan Policy Summary (pdf)
- Critical Illness Plan Policy Conditions (pdf)
- See full cashback terms and conditions live from 10 Jan 2022 (582 KB)
- £75 cashback terms and conditions (pdf) offer withdrawn on 19/11/2021 (45 KB)
You can put your life insurance policy in trust.
The lump sum paid out on death is currently free from income and capital gains tax. Your policy may be subject to inheritance tax unless you put it in a suitable trust.
If you're unsure on whether you should put your policy in trust you should seek specialist legal advice. Tax rules may change in the future.
See our forms below for more information
Aviva Discretionary Gift Trust Form (pdf)
The Financial Conduct Authority and the Prudential Regulatory Authority do not regulate taxation and trust advice.
Life insurance and critical illness insurance have no cash-in value at any time, and exclusions and limitations will apply. For full details of the Life Insurance Plan and Critical Illness Plan, please read the policy summary and the policy conditions document on these pages. Please make sure you read all the information provided before getting a quote.