Downloads
Adviser Downloads
Group Income Protection
Classic Group Income Protection
- UP841 Group Income Protection Technical Guide
- UP1217 Group Income Protection Advisers Guide
- UP1872 Group Income Protection Product Review 2010 Advisers Guide
- UP1902 Group Income Protection Associated Business Costs Cover Advisers Guide
- UP1908 Group Income Protection Advisers Guide - Support for everyone: Unums claims and rehabilitation services
- UP1708 Group Income Protection Advisers Guide - entitlement to holiday pay during long term sickness absence
- UP1809 Group Income Protection Advisers Guide - long term sickness and holiday pay update
- UP1379 Group Income Protection - Product Comparison
- UP830 Group Income Protection Advisers Guide
- UP1912 Unum Tele-Underwriting Requirements for Group Policies Group Income Protection Advisers/Employers Guide
- UP2005 Associated Business Costs (ABC) Group Income Protection Employer's Guide
- UP1962 Underwriting Made Simple Introducing Unum's Telephone Interview Employer's Guide
- UP2105 State Pensionable Ages = Policy Terminal Age
Pay Direct Group Income Protection
- UP1241 Pay Direct Group Income Protection Technical Guide
- UP1384 Pay Direct Group Income Protection Advisers Guide - Advisers' Guide
Capital Option Group Income Protection
Dual Benefit Group Income Protection
- UP1519 Dual Benefit - Group Income Protection Technical Guide
- UP1830 Dual Benefit - imagine a package that helps your clients avoid the uncertainties of business
Unum Select Group Income Protection
Executive Income Protection
- UP1281 Executive IRP Application Form
- UP1281UW Application for the Executive IRP using Tele-Underwriting service
- UP263 Executive IRP Key Features
- UP619 Executive IRP Adviser Guide
- UP916 Executive IRP How to make a claim
- UP348 Pocket Tax Guide
- UP2146 Executive Income Protection
- UP625 Executive Income Protection Terms and Conditions
Group Life
Technical Guides
- UP1126 Registered Group Life and Dependants Pension Policy Technical Guide
- UP1127 Excepted Group Life Policy Technical Guide
- UP1128 Supplementary Relevant Group Life Policy Technical Guide
- UP1008 Spouses and Partners Group Life Assurance Technical Guide
- UP844 Group Life and Dependants Pensions for Channel Islands and Isle of Man Technical Guide
- UP1883a Unum Select Life Cover Technical Guide
Pension Simplification
- UP1146 Pensions Simplification - Role of Trustee
- UP1147 Pensions Simplification - Role of Scheme Administrator
- UP1149 Pensions Simplification - Checklist of Actions for Registering a Group Life Scheme
- UP1348 Pensions Simplification Pre A Day Group Life scheme - Linking to HMRC online - Group Life Advisers Guide
- UP1078 The impact of Pensions Simplification on Group Life policies for Equity Partners
- UP1087 The impact of Pensions Simplification on Approved Group Life and Dependants Pensions policies
- UP1088 The impact of Pensions Simplification on Unapproved Group Life and Dependants Pensions policies top-up policies
Related Literature
- UP912 Group Life and Dependants Cover - Group Risk Advisers Guide
- UP1151 Group Life Advisers Guide - registering a Group Life Scheme
- UP1694 Group Life Advisers Guide - Impact of Redundancies on Unum Group Risk Policies
- UP1729 Advisers Guide - Why Unum for Group Life?
- UP1913 2010 Group Life and Dependants Product Review
- UP1917 Group Life Advisers Guide - Making life simpler The Unum Master Trust
- Expression of Wish form (Beneficiary Nomination Form)
Critical Illness
Group Critical Illness
- UP845 Group Critical Illness Technical Guide
- UP1659 Group Critical Illness Employers Guide: Your at a glance guide
- UP913 Group Critical Illness Advisers Guide: An overview of Unums product
- UP1658 Group Critical Illness Employers Guide: An introduction to Group Critical Illness
- UP1795 Critical Illness Cover - Employee Guide
Unum Select Critical Illness
Voluntary Group Critical Illness
Flexible Benefits
Technical Summary
Related Literature
Small Schemes
Forms
- UP3D Scheme Members Application Form
- UP510 Direct Debit Form - Group
- UP1172 Supplementary Group Life Policy Application Form
- UP1802 Supplementary Relevant Life Policy Application Form
- UP1548 Change of Policyholder Application Form
- UP411 Commission by BACS Transfer Form
- UP1805 Application for late entry
- UP133 Terms of Business (TOBA)
- UP1010 Terms of Business (TOBA) for Advisers operating outside of the UK
- UP1850 AMRA (Access to Medical Records Act) - Your Statutory Rights
- UP1281 Executive IRP Application Form
- UP1281UW Application for the Executive IRP using Tele-Underwriting service
- UP256 Commission Account Administration Form
- UP3077 Declaration of Actively at Work
Rehabilitation
- UP1654 Claims & Rehabilitation consent form
- UP506PRM Premier Referral Form
- UP1325 The Claims and Rehabilitation Process - an employers guide to timescales
- UP1394 Open Door: an employers guide
- UP1397 Open Door: Functional Capacity Assessment
- UP1398 Open Door: Home Functional Capacity Assessment
- UP1399 Open Door: Job Analysis Assessment
- UP1400 Open Door: Psychological Assessment
- UP1401 Open Door: Vocational Exploration Assessment
- UP485 Open Door: an employees guide
- UP1270 Factsheet - Unums Rehabilitation Services v Occupational Health
- UP1285 Rehab Services: an employer and employee guide
- UP1285PRM Premier Working as One - Rehabilitation and Health Management Services helping you back to work
- UP1286PRM Premier Working as One - Rehabilitation and Health Management Services helping your employee back to work
Unum LifeWorks
- UP1611 Unum LifeWorks: Employee Assistance Programme at a glance - a guide for Employers
- UP1625 Unum Lifeworks Information - Think Twice Summary Sheet
- UP1730 Unum LifeWorks - Free Bereavement Service for Group Life Policies
- UP1763 Unum LifeWorks Legal brochure
- UP1764 Unum LifeWorks Legal Employer Leaflet
- UP1819 Changes to Unum LifeWorks
Technical Guides
Group Income Protection
- UP841 Group Income Protection Technical Guide
- UP1241 Pay Direct - Group Income Protection Technical Guide
- UP1519 Dual Benefit - Group Income Protection Technical Guide
- UP1882c Unum Select - Income Protection Technical Guide
Group Life
- UP1126 Registered Group Life and Dependants Pension Policy Technical Guide
- UP1127 Excepted Group Life Policy Technical Guide
- UP1128 Supplementary Relevant Group Life Policy Technical Guide
- UP1008 Spouses and Partners Group Life Assurance Technical Guide
- UP844 Group Life and Dependants Pensions for Channel Islands and Isle of Man Technical Guide
- UP1883a Unum Select Life Cover Technical Guide
Group Critical Illness
Prospecting Letters
Specimen Announcement Letters
- Group Critical Illness Base Cover Leaflet for employees
- Group Critical Illness Extra Cover Leaflet for employees
- Group Income Protection Leaflet for employees
- Group Life Registered Leaflet for Employees
- Non-registered Group Life Top-up Leaflet for employees
- Unum Master Trust LAMP(A) Leaflet for Employees
Adviser Guides
- UP2025 Default Retirement Age Q&As
- UP1951 Group Life Trust Choices
- UP1926 UK Retirement Legislation Update
- UP1917 Unum Master Trust - July 2010
- UP1913 Group Life Review - July 2010
- UP1908 Early Intervention - June 2010
- UP1902 Associated Business Costs cover - May 2010
- UP1866 The New Fit Note - May 2010
- UP1872 Group Income Protection Product Review - April 2010
- UP1806 Your Partner in Group Risk - December 2009
- UP1729 Adviser's Guide - Why Unum for group life? May 2009
- UP1709 Group Risk Medical Underwriting Changes
- UP1723 Impact of a Negative Rate of RPI on Group Risk Products
- UP1705 Impact of Periods of Reduced Pay and/or Hours
- UP1708 Entitlement to Holiday Pay During Long-term Sickness
- UP1718 Group Critical Illness Medical Underwriting Process
- UP1680 Group Income Protection Update - February 2009
- UP1694 Impact of Redundancies on Unum Group Risk Policies
Employer Guides
- UP3082 Employers' Guide to Insured Earnings
- UP1922 Employers' Guide Eligibility
- UP1873 Employers' Guide - Group Income Protection Review 2010
- UP1499 Cover During Employee Absence
- UP1829 Your Partner in Protection
- UP1345 Employers' Guide to Salary Sacrifice
- UP1498 Employers' Guide - The Impact of Incapacity Benefit
Group Policy Conditions
Group Income Protection Insurance Policy
- introduced 24/11/2012 GIPPOL(ALL)/11/2012
- introduced 14/02/2011 GIPPOL(ALL)/02/2011
- introduced 01/06/2010 GIPPOL(ALL)/06/2010
- introduced 12/04/2010 GIPPOL(ALL)/04/2010
- introduced 27/07/2009 GIPPOL(ALL)/07/2009
- introduced 01/02/2009 GIPPOL(ALL)/02/2009
- introduced 19/04/2008 GIPPOL(EMPLOYEE)/04/2008
- introduced 19/04/2008 GIPPOL(PARTNERSHIP)/04/2008
Group Critical Illness Insurance Policy
- introduced 24/11/2012 UGCIPOL/11/2012
- introduced 14/02/2011 UGCIPOL/02/2011
- introduced 27/07/2009 UGCIPOL/07/2009
- introduced 14/05/2009 UGCIPOL/05/2009
- introduced 01/08/2008 UGCIPOL/08/2008
Registered Group Life and Dependants Assurance Policy
- introduced 20/02/2012 GL&DREGPOL/02/2012
- introduced 14/02/2011 GL&DREGPOL/02/2011
- introduced 31/08/2010 GL&DREGPOL/08/2010
- introduced 05/07/2010 GL&DREGPOL/07/2010
- introduced 05/05/2009 GL&DREGPOL/05/2009
- introduced 01/12/2008 GL&DREGPOL/12/2008
- introduced 01/08/2008 GL&DREGPOL/08/2008
- introduced 01/10/2007 GL&DREGPOL/10/2007
Excepted Group Life Assurance Policy
- introduced 20/02/2012 GLEXPOL/02/2012
- introduced 14/02/2011 GLEXPOL/02/2011
- introduced 31/08/2010 GLEXPOL/08/2010
- introduced 05/07/2010 GLEXPOL/07/2010
- introduced 05/05/2009 GLEXPOL/05/2009
- introduced 01/12/2008 GLEXPOL/12/2008
- introduced 01/08/2008 GLEXPOL/08/2008
- introduced 01/10/2007 GLEXPOL/10/2007
Non-Registered Life Assurance Policy
- introduced 20/02/2012 GLNREGPOL/02/2012
- introduced 14/02/2011 GLNREGPOL/02/2011
- introduced 31/08/2010 GLNREGPOL/08/2010
- introduced 05/07/2010 GLNREGPOL/07/2010
- introduced 05/05/2009 GLNREGPOL/05/2009
- introduced 01/12/2008 GLNREGPOL/12/2008
- introduced 01/08/2008 GLNREGPOL/08/2008
- introduced 01/10/2007 GLNREGPOL/10/2007
Spouse's/Partner's Life Assurance Arrangement
Employee Downloads
Employer Downloads
Claims
Group Income Protection
Forms
- UP333A Group Income Protection Claim Form - Employer
- UP333B Group Income Protection Claim Form - Employee
- UP333c Request for copies of medical records form
- UP1654 Claims and Rehabilitation consent form
- UP1850 Your Statutory Rights
- UP191 Application for continuation of cover on leaving a Group Income Protection scheme
Guides
- UP1908 Group Income Protection Advisers Guide - Support for everyone: Unums claims and rehabilitation service
- UP2204 Employer Guide on Comprehensive Claims Management
- UP2190 Employer Guide - How we communicate with your employee during a claim
- UP2214 Employee Guide on Comprehensive Claims Management
- UP2205 Employee Guide - How we communicate with you during a claim
- UP1499 Group Risk Employers Guide - Cover During Employee Absence
- UP1325prm Premier: The Claims and Rehabilitation Process - an employers guide to timescales
