Draft Letter of Wishes - PruProtect

To the Trustee(s) of the PruProtect Relevant Life Policy Trust Plancreated:Insert here the date the RelevantLife Policy Trust was signed andthe number of the Relevant LifePolicy held by the Trustees.on the day of in the year of the PruProtectRelevant Life Policy numbered(the ‘Plan’).I am the Life Assured under the above-mentioned Plan and the employee of the Employer asdefined in the Trust referred to above. As Trustees you hold the above Plan on DiscretionaryTrust. After my death this Trust allows you to appoint benefits to people you select fromspecified classes of Beneficiary.I appreciate that I cannot control or restrict your discretion in any way but subject to this clearunderstanding I set out below the guidelines which I would wish you to consider in exercisingyour discretion.1. Overall aimsInsert here the reason for effectingthe Plan, e.g. to provide financialassistance for family, to providefunds to pay inheritance tax.2. Priority amongst beneficiariesInsert here the name or names orclass or classes of Beneficiaries inthe order in which you want themto be considered by the Trustees.e.g.1) my wife/husband2) my child or children (statingtheir name(s) and if more than onewhat proportion of the Trust fundyou would like them to have3) my grandchildren (andappropriate shares) etc.You may also include any otherwishes, e.g. at what ages thechildren should receive anybenefit.3. Any other mattersInclude here any other mattersyou wish to advise the Trusteesabout.

This form supersedes any earlier expression of wishes I may have completed for this Plan.I can change or revoke this expression of wishes at any time.Signature:The Life Assured should sign hereand insert the date.Print nameSignatureDate

pruprotect.co.ukPruProtect is a trading name of Prudential Health Services Limited. Registered number 05933141. Registered in England and Wales. Registered office at LaurencePountney Hill, London EC4R 0HH. Prudential Health Services Limited is authorised and regulated by the Financial Conduct Authority.PRUPF10944 06/2014