you make it
you make it
The Guaranteed Over 50 Plan is the UK’s No 1 choice^ for over 50 life insurance. It’s a simple and affordable way to leave a cash sum as a gift for your loved ones, or to help pay towards funeral costs.
A Stocks and Shares ISA is a tax-efficient way to invest for the future. We've teamed up with Scottish Friendly to bring you My Smarter (New ISA) and make investing more affordable than you might think.
Wouldn’t you like to know a cash sum of up to £500,000 could be paid for your family if the worst happened to you? Family Life Insurance is a straightforward way of doing this, helping to ensure life goes on.
A funeral plan can help you to plan and pay for your funeral in advance, giving your loved ones less to worry about. You can choose to pay in one go with a single payment or, if you prefer, monthly with life insurance.
Making a Will can help make sure the right people get the right things and that your wishes are followed when you die. It could make all the difference to your loved ones.
Here are some of the reasons why you should make a Will through SunLife:
The My Smarter (New ISA) could be for you if:
Applying for your My Smarter (New ISA) should only take a few minutes. To make the application as straightforward as possible, it will help to have the following information to hand:
Can't find your National Insurance number? Look on your pay slip, P60 or tax return. But please don't worry if you can't find it now. You can apply without it and then give it to Scottish Friendly later.
Before applying for your My Smarter (New ISA), please download and read these important documents.
You'll now be taken to Scottish Friendly's application form.
Any questions? Call free on 0800 904 7611. Monday to Friday: 8.30am-5.30pm
We believe that everyone in the UK should have access to straightforward and affordable financial products. We hate jargon, so we’re cutting through the financial clutter with products that are easy to understand and apply for. We don’t give advice but our friendly staff, in our UK call centres are here to support you every step of the way. But don’t just take our word for it. Our customers have rated us the best financial services company*- so we must be doing something right.
Our brand has been built on solid foundations. We’ve been helping people get the most out of life for over 200 years and we’re also part of AXA, one of the biggest insurance companies in the world. We’ve also partnered with some other great organisations so that we can offer more products and more peace of mind, to even more people.
Life’s what you make it - and we’re here to help you make the most of it.
Discover how much you could save in 10 years by telling us a little about your weekly spending habits.
Watch our video to discover how we’re helping people make the most of their lives
5 star service
98% of customers stated they are satisfied with the way Sun Life Direct handled the whole process from their initial enquiry to setting up their Plan.
Source: SunLife Continuous Research Program, New Policyholders June 2014, based on a sample of 150 new policyholders.
^Most popular whole of life guaranteed acceptance plan bought directly. ABI statistics - 12 months up to 30th September 2014.
†£4 is the lowest premium on the market for this type of product as at 12th December 2014.
*Source: In 2014, Critical Research conducted research on behalf of SunLife. They anonymously asked SunLife customers to name the financial services company they considered best in terms of product quality, value and customer care. More respondents named SunLife than any other brand.
**All customers who take out a new Plan will receive a bigger cash sum, for the same age and premium, than if they had taken out a Plan between 1st Jan 2013 and 1st Jan 2015. This excludes a special offer period from 1st Aug 2014 - 30th Nov 2014 when the cash sums available may have been bigger or smaller than the current cash sums for the same age and premium.