Separating from your partner can be a stressful process. To help you manage during this challenging time, we've put together a list of things to consider when it comes to your financial plans.
- Would you be changing the policy owners on your insurance policy/ies? (Read: Who should own your insurance policy)
- Do you need to update your bank/payment information?
- Are you changing your contact details?
- Do you have a Will that needs to be updated? (Read: What happens if you pass away without a Will)
We’re here to help. There are some rules around how you can modify your policy, but we can walk you through them. To change policy ownership and update your details, just let us know and we will be happy to notify your insurer for you.
As your circumstances have changed, let’s start by making sure that what you have in place works for you and your family.
If you would like to update your details, or you want to make sure you have the right cover in place, please call us on 0800 809 009 or simply contact us here.