Trust Service

Do I need it?

When you put something in trust, you are effectively legally transferring your asset(s) into somebody else’s name in the event of your death. You can place any asset into trust, which includes any life insurance policies you may have. This gives your loved ones the ability to gain access to your assets at any time. However, any money cannot be accessed until after the event of your death. At which point your life insurance company will pay your beneficiaries directly.

Here at Policy Library, we make putting your policy into trust a quick and hassle free process. Once your policy has been activated, your trust forms and policy document are despatched the very same day. Once a convenient time to call back has been arraigned, your personal adviser will guide you through the process of filling in your forms, explaining each part of the process as you go. By dealing with one person and having everything explained to you, we remove the time and associated risks of reading the small print yourself. To make life even easier, we also offer an extended service that allows us to handle your application over the phone.