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Heritage policies

For life, pension, savings and RNPFN policies

  • Find contact information for your heritage policy
  • Download documents to change your details
  • Trace an old policy

Contact us

If your question is about tracing an old policy, changing your name, address or bank details or you need a death claim, surrender or maturity form please see our links to the side of this page.

If your question isn't covered in the links at the side of the page, please complete our email form.

How LV= use your personal information logo

Find out how we use your personal information and what rights you have by reading How LV= use your personal information. This includes who we are, how long we hold your information, what we do with it and who we share it with. Please let us know if you’d like us to send you a copy or have any questions.

Simply fill in the form below and send us your question.

You'll need to fill in all parts of the form marked with a*

The information you enter here will only be used to answer your query and not for marketing purposes.

Tracing old policies

Complete a policy tracing form here

Frequently asked questions

Here are some popular questions about our heritage products you may find helpful.

Change of address

Update us with your new address by filling in our form here.

Amend your bank details

Download one of our direct debit mandate forms

LV= policy documents

You can find annuity, death claim, surrender and maturity forms for LV= policies here.

RNPFN policy documents

You can find annuity, death claim, surrender and maturity forms for RNPFN policies here.

Unitised With Profits policy documents

You can find death claim, surrender and maturity forms for Unitised With Profits policies here.