To obtain a free valuation, please complete the form at the bottom of this page. This process should take no more than a few minutes providing you have all of your policy details available.

Free Endowment Policy Valuation
We regret we can only accept policies from life offices which appear on this list. Please select the original insurance company name as it appears on your policy document.
Original Life Office:   Please Select Life Office Austrailian Mutual---0 Axa Equity & Law---1 Axa Equity & LawBritannic---1 BritannicCanada Life---0 Century NEL Compound---1 Century NEL CompoundCentury NEL Simple---1 Century NEL SimpleClerical Medical General---1 Clerical Medical GeneralCo-Operative---1 Co-OperativeColonial Mutual---1 Colonial MutualCommercial Union---1 Commercial UnionEagle Star---0 Ecclesiastical---1 EcclesiasticalFriends Provident---1 Friends ProvidentGeneral Accident---1 General AccidentGuardian Royal Exchange---1 Guardian Royal ExchangeGuardian Royal Exchange Compound---1 Guardian Royal Exchange CompoundIrish Life---0 Legal & General---1 Legal & GeneralLiverpool & Victoria---1 Liverpool & VictoriaLondon & Manchester---1 London & ManchesterLondon Life---1 London LifeManufacturers Life---0 MGM Assurance---1 MGM AssuranceNational Farmers Union---1 National Farmers UnionNational Mutual Life---1 National Mutual LifeNEL Britannia---0 Norwich Union---1 Norwich UnionNPI---1 NPIPearl---1 PearlPearl Home Builder---0 Phoenix---1 PhoenixProvident Life---0 Provident Mutual---1 Provident MutualProvincial Life---1 Provincial LifePrudential---1 PrudentialRefuge---1 RefugeReliance Mutual---0 Royal Life---1 Royal LifeRoyal Liver---1 Royal LiverRoyal London Mutual---1 Royal London MutualScottish Amicable---1 Scottish AmicableScottish Equitable---1 Scottish EquitableScottish Life---1 Scottish LifeScottish Mutual---1 Scottish MutualScottish Provident---1 Scottish ProvidentScottish Widows---1 Scottish WidowsStandard Life---1 Standard LifeSun Alliance---1 Sun AllianceSun Life---1 Sun LifeSun Life of Canada---1 Sun Life of CanadaTeachers Assurance---0 Test Life Office---1 Test Life OfficeUK Provident---1 UK ProvidentUnited Friendly---0 Wesleyan---1 WesleyanWindsor Life---0 (required) Policy Type:   Please Select Unitised With-Profits Unit-linked/Unitised With-Profits (required)
Before continuing, please ensure your surrender value quote is from within the last 14 days and you have the MOST recent bonus statement. This helps us to give you a more accurate valuation.

Details that will be required during this process are:

• Life Office (please indicate the original life office if this has been altered)
• Policy Number
• Policy Type (please note – we only accept With-profits policies)
• Name(s) of life/lives assured
• Commencement Date (the date at which the policy started)
• Maturity Date
• Basic Sum Assured (or sum assured to which bonuses are added)
• Bonuses To Date (the total bonuses added to the policy at the time of your last statement)
• Bonus Declaration Date (the date of your last bonus statement)
• Death Benefit
• Premium (and frequency)
• Surrender Value (and date at which this was obtained)