Client portal

Guidance and secure forms for our protection clients.

Everything you need to complete your protection or life assurance application with My Mortgage & Protection Experts — in one place.

Client forms

Share your health and lifestyle information so we can complete your protection application.

Place your life policy into trust — nominate settlors, trustees and beneficiaries.

Tell us who should receive the proceeds of your policy and in what proportions.

Life, critical illness and income protection explained in plain English.

Speed, control and inheritance tax benefits of putting a policy in trust.

What to expect when insurers assess your application.