How to apply

At Fidelity Life, we only sell our life insurance products through Financial Advisers. That's because we think people should seek advice about something so important. You are an individual and your needs are personal and unique to your situation. The quality of the advice you receive is very dependent on its relevance to your personal circumstances.

Taking the time to discuss your current position and your plans for the future with your Financial Adviser will help you to break down your short, medium and long-term objectives into manageable goals and create a considered and effective plan to manage these specific areas.

How can a Financial Adviser help me?

Not all insurance policies are the same, for instance some have additional, and included, benefits and features. Your Financial Adviser can help you find the right policy for you. Your Financial Adviser can help you navigate the market to find the right solution to meet your needs.

By looking at your income, your debts, and your family's circumstances, your Financial Adviser can help you get the right cover - and the right structure - to meet your needs and your budget.

Your Financial Adviser will help you by:

  • recommending the right type - and amount - of cover
  • completing the application form with you
  • liaising with the insurer during the underwriting process.

Choosing a Financial Adviser

Like any professional you deal with, it pays to find a Financial Adviser you trust and feel comfortable with.

Ask friends and family or your employer - they may be able to recommend someone they trust. Fidelity Life can also help you find a Financial Adviser in your area.

The most important thing to check is that you're dealing with a Financial Adviser who's suitably qualified to be giving you the advice you're after.

To help you make an educated decision about a Financial Adviser's credentials, these are some things to look for:

  • whether the Financial Adviser is registered
  • who they work for
  • how they will charge you
  • the range of services they offer
  • what to do if you have a complaint

If you would like us to put you in contact with a Financial Adviser, please call us on 0800 88 22 88 or fill out our online form. We will arrange for a Financial Adviser in your area to contact you.