Literature Library

Title	Ref. no.	Audience
Bypass Trust Estate planning with the Scottish Widows Bypass Trust	48673	Adviser
Bypass Trust Deed of revocable nomination of successor protector(death or incapacity)	48671	Adviser
Bypass Trust - Technical note for advisers	48672	Adviser
Bypass Trust Settlement Deed Creating discretionary trusts. Please do NOT use for Section 32, Retirement Annuity Contract or Assigned Policy)	48670	Adviser

Title	Ref. no.	Audience
Alteration of Beneficiary form A document for altering the Beneficiaries under a trust. Please note that this can only be used in connection with trusts where the provisions allow changes of beneficiary.	41452	Client/Adviser
Deed of Appointment & retirement of Trustees	41448	Client/Adviser
Deed of Appointment and removal of Trustees Trust Document	41453	Client/Adviser
Deed of Appointment of Additional Trustees Trust Document	41446	Client/Adviser
Deed of Assignment of Policy by Trustees	43452	Client
Deed of Assignment of Policy to an existing Trust	41450	Client/Adviser
Deed of retirement of Trustee Trust Document	41449	Client/Adviser
Draft Loan Agreement for Trustees to Beneficiary Draft loan agreement	44421	Client/Adviser
Request by Trustees to pay trust monies to first named Trustee Form for completion by Trustees if money is to be paid to the first named Trustee so that they can administer the trust fund.	44978	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Title	Ref. no.	Audience
Appointment of Trustee deed Ancillary form for appointing trustees under the OEIC trust.	46576	Adviser
OEIC Discretionary Trust Deed Trust form for use with an OEIC	45946	Client/Adviser
Registering an existing OEIC under trust Form required to change ownership of OEIC to trustees	45965	Client/Adviser
Retirement of Trustee deed for OEIC Trust Ancillary form for retiring trustees under the OEIC trust.	46575	Adviser

Title	Ref. no.	Audience
Flexible Power of Appointment Trust form Trust form	SW56399	Client/Adviser
Sample Completed Flexible Power of Appointment Trust form	45987	Client/Adviser
Sample specimen letter of wish (joint married settlor)	41873	Client/Adviser
Sample specimen letter of wish (single settlor)	41874	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Estate Calculator Reminder of what assets should be included when working out value of a person's estate.	44508	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Doc. Type	Title	Ref. no.	Audience	Order
	Self-Select Trust form	41443	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
	Tax Facts 2010/11 Guidance about Tax facts for 2010/11.	SW56316	Client/Adviser

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Doc. Type	Title	Ref. no.	Audience	Order
	Deed of Assignment of Life Policy by Way of Gift Deed of assignment	12265	Client/Adviser
	Pension Trust Form Trust form that can be used for Section 32, Retirement Annuity Contract or Assigned Policy. In all other circumstances please use form 48670.	41431	Client/Adviser

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Clerical Medical Investment Group Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 33 Old Broad Street, London EC2N 1HZ.

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This material is for use by UK financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person.

Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0845 300 2244.

Scottish Widows plc and Scottish Widows Unit Trust Managers Limited are authorised and regulated by the Financial Services Authority. Our FSA Register numbers are 191517 and 122129 respectively. You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk.

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