Tax Free Savings Plan UK - Application Forms
We have provided all the documents you need to apply below. It is important that you read, understand and keep the Key Features document, "Your guide to how we manage our With Profits fund" and Policy Conditions for your future reference.
These documents should not be considered as advice to take out this plan. If you have any doubt about whether it is suitable for you, you should contact us. We can provide Financial Advice on this product - advice is provided on the investment, protection and pensions products and services from the Liverpool Victoria group of companies only.
Important information:
Key Features Document (PDF 140KB)
"Your guide to how we manage our With Profits fund" (PDF 66KB)
Policy Conditions (PDF 88 KB)
Application forms:
Tax Free Savings Plan Application Form for Adults (PDF 62KB)
Tax Free Savings Plan Application for a Child's Plan (PDF 66KB)
If you are an Independent Financial Adviser, you need to access the documents at the Adviser site because they contain a different originator number on the Direct Debit mandate.
Send the completed application forms to:
New Business (Life)
LV=
County Gates
Bournemouth
BH1 2NF
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