Frequently asked questions - RNPFN

Can I assign my policy to someone else?

Answer

If your policy is a Pension, Annuity or an ISA you are not able to assign your policy.

For all other policies: If you would like to assign your policy we have assignment forms and guidance notes on our useful documents page. You could also put your policy into trust and our trust forms and guidance notes can also be found on our useful documents page.

Before assigning or placing your policy in trust you should seek legal advice.

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