Tax Exempt Savings Plan with Life Insurance

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Your application should only take 10 minutes

Please read the following documents

Before we proceed though, you'll just need to confirm you have read and understood the following documents (don't worry about printing them out as we'll send them to you when you apply).

If you need to return to a previous page during your application, please use the arrows to the right of the screen and not the back arrow in your browser (top left).

You must confirm that you have read and understood the information provided above.

Please let us know if you have another qualifying policy

Policy contributions

The policyholder must be aged between 11 and 55 (on their next birthday) to apply for this policy.

Policyholder details

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Please let us know the policyholder's full name
Please enter your date of birth

Second policyholder details

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See how much you could save

Years
Years
Please select a term between 10 and 25 years
  • Save monthly
  • Save annually
  • Please choose an amount between £5 and £25
  • Please choose an amount between £50 and £270
Please note: You can also enter the term and amount in the boxes instead of using the slider. Quotes are for illustration purposes only and what you get back depends on how your investment grows, meaning you could get more or less than this.

 

You might get back the following amounts, by investment growth per annum:

2%

 

5%

 

8%

 

Please read the Key information document and Important information documents before applying for a Tax Exempt Savings Plan with Life Insurance.

Is this product right for me?

Financial services regulation requires us to assess whether this product you are considering, on a non-advised basis, is appropriate for you and meets your financial demands and needs.

Demands and Needs

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Appropriateness

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Policyholder information

What's this?
Please let us know if you are the policyholder
The policyholder is the person who the plan is for

Please enter your details (the proposer)

Please let us know your title
Please let us know your full name
Please let us know your date of birth
Please let us know your email
Please let us know your phone number
Please let us know your address
Please let us know your city
Please let us know your county
Please enter a valid postcode

Please let us know if you are an existing member
Please let us know your relationship to the policyholder
Marketing preferences

Sheffield Mutual will never sell your personal data to any third parties.

We would, however, like to keep you up to date with Society news, offers, competitions and other products and services that we offer. We use MailChimp for our marketing/service emails.

You can update your contact preferences easily at any time by phone, email, in writing or online.

Policyholder details

01/01/0001
Please let us know your email
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Please let us know your city
Please let us know your county
Please enter a valid postcode
What's this?
Please let us know your national insurance number
If the policyholder is 16 or older then you must insert their National Insurance number. This can be found on a wage slip, P45, P60 or DWP documentation.

Please let us know if you are an existing member
Please let us know where you heard about Sheffield Mutual
Please let us know your occupation
Marketing preferences

Sheffield Mutual will never sell your personal data to any third parties.

We would, however, like to keep you up to date with Society news, offers, competitions and other products and services that we offer. We use MailChimp for our marketing/service emails.

You can update your contact preferences easily at any time by phone, email, in writing or online.

Health Questionnaire

Health and Lifestyle

Switch to metric
Please let us know your height without shoes
Switch to imperial
Please let us know your height without shoes
Switch to metric
Please let us know your weight
Switch to imperial
Please let us know your weight
Please let us know if you have smoked any cigarettes in the last 12 months
Please let us know how many cigarettes you smoke per day
If you have given up smoking cigarettes within the last 12 months, please state your previous average daily consumption prior to giving up (we may ask you to undergo a simple test to confirm your answers to these questions).
Please let us know if you have used any other tobacco products in the last 12 months
Other tobacco products include cigars, pipe smoking, vaping (e-cigarettes) and chewing tobacco (We may ask you to undergo a simple test to confirm your answer to these questions).
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Please let us know details
A unit of alcohol is the equivalent to each of the following: a half pint of normal strength beer, lager or cider ~ one standard glass of wine ~ a single measure of spirit
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Other Life Applications

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Health and Medical Details

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This question does include heart valve disorders, rheumatic fever, cardiomyopathy and heart abnormalities or defects present at birth.
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Doctors Details

Please let us know your doctor's full name
Please let us know the name of your medical centre
Please let us know your doctor's phone number
Please let us know your doctor's address
Please let us know your doctor's city
Please let us know your doctor's county
Please let us know your doctor's postcode
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Please consent to the Society seeking your medical information
Read information
Policy contributions
Is this product right for me?
Policyholder details
Health questionnaire
Summary
Back to step 0

Let's keep in touch

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