Selling Swiss Life Endowments
Swiss Life With Profits Endowments
If your endowment policy with Swiss Life is not
performing to expectations and are considering
surrendering the policy and cashing it in, then you might want to
consider selling it instead.
Read what the UK Government have to say about selling endowments
below on the right
The Swiss Life Group is the largest life insurance company of
Switzerland. The firm is headquartered is in Zurich. The Swiss Life
Group has 7,500 employees and had assets under management of
approximately CHF 133 billion in 2010.
Swiss Life offers for both individuals and corporations policies
a variety of policies including disability insurance, accident
insurance as well as annuity insurance and life insurance.
The Swiss Life Group
Swiss Life Switzerland
Swiss Life Select Switzerland
Swiss Life France
Swiss Life Germany
Swiss Life Select Germany
Swiss Life Select Austria
Swiss Life Select Poland
Swiss Life Select Czech Republic
Swiss Life Asset Management
Swiss Life Funds
Private Placements Life Insurance
Global Employee Benefit
Chase de Vere (UK)
Swiss Life Endowment Policies That Sell
In order to stand the best possible chance of selling your
Swiss Life endowment please take not of the points below:
- Your Swiss Life endowment policy should be at least 5 years old.
- The Swiss Life endowment must be 100% "With Profits" - unitised
and unit linked policies are not saleable.
- The latest up-to-date surrender value must be at least £3000
- All the required information on the endowment selling form
has been supplied by you.
Click the banner above to sell Swiss Life endowment
Extracts From Government Publications
CP 106 "The Personal Investment Authority (PIA) issue
guidance (Regulatory Update 85) in March 2001, asking provider firms
to take steps to ensure that policyholders who were considering the
surrender of a life policy were informed that they might be able to
trade their policy instead."
COB 6.5.50R(5) "requires a firm to ensure that the
policyholder is made aware of the existence of the secondary market
and how he might access it."
"If you have a with-profits endowment policy, you may be able to
sell it on the second-hand endowment market.
If you’ve been paying in for at least seven years, you’ll probably
earn more if you sell a with-profits policy rather than cashing it