Manage Your Membership

Need more details about a product?

Just fill in the online form and we’ll send full details of any of our savings and investment plans and a Key Information Document to you. We can send this by post or email – whichever is best for you.

Sign up to a new policy online

Joining is easy – just pick the product that’s best for you and follow the simple steps to sign up.

Request a valuation of your existing policy

If you are thinking about surrendering your policy or just want an up to date valuation you can request this online.

Change your address or other details

We need to know as soon as possible if you’ve moved or your personal details have changed – just let us know online.

Notify us of a death claim

Many of our historic products are simple life insurance products. Let us know if one of our members has died. Making a claim is simple.

Complete a new Direct Debit mandate

To set up a new Direct Debit simply download, complete, sign and return the mandate below. Remember you’ll need to complete separate Direct Debit mandates for each separate policy that you have.

If there's anything you don't understand, we're here to help.Call Jerrol on 0161 762 5790

Alternatively you can
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Do you have any questions?
Financial products can be complex, but we hope that we’ve made our explanations of the different products and services we offer as straightforward as possible. We can’t offer advice on which investments are best for you (only a financial adviser can do this), but if you’d like to find out more about the products we offer then just give us a call, email us or even write us a letter. You’ll find all of our contact details on our contacts page.
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