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Heritage policies

For life, pensions, savings and RNPFN policies

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

Pre 1998 policy tracing form

To make sure that we can find your policy please have the policy document in front of you when completing the form. If you don't have the policy documentation to hand you may want to call us.

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.

Has the life insured passed away? *

Please refer to the policy document to complete the fields below as accurately as possible.

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

Have you got any premium receipt books relating to this policy?

Your contact details

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

Unclaimed or lost assets?

The Unclaimed Asset Register can help you find your lost or forgotten assets by putting you in touch with the financial provider to reclaim your money.

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