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Manage your protection policy

Find out how to manage your life insurance policy, and how to make a claim

How to make a claim

If you, your family, or loved ones need to make a claim, get in touch with your insurance provider to make sure it's handled quickly and sensitively. 

HSBC Life

For life cover or critical illness claims, visit: 

For income protection claims, call: 0345 745 6125

Lines are open 08:00 to 18:00 Monday to Friday (excluding public holidays). Calls may be monitored or recorded.

Aviva

Visit: 

Legal & General

Visit: 

Zurich

Visit: 

If you bought a policy with another provider through one of our 51³Ô¹ÏÍø protection advisers, please contact them directly.

Documents you may need to provide

Life Insurance

For life insurance claims, you may need a copy of the death certificate and other legal documents, including probate or letters of administration.

Critical Illness or terminal illness

Policy providers may need a copy of letters from your doctor or the hospital relating to your diagnosis. 

They may also need to contact your doctor to confirm that your illness is covered under your policy. 

Income Protection

You may need to provide information on your current income, such as pay slips or tax returns. 

Your provider may also need request a medical report from your doctor.

Help and advice

If you’re dealing with grief, we can offer support to help you through difficult times.

We offer specialist advice to help you make important financial decisions, such as what to do with a loved one’s estate or how to manage your money after your partner dies.

There are also many organisations that offer practical advice and emotional support. Find out more about bereavement help.

Manage or cancel your policy

Make a change

If your circumstances change, such as you move house or start a family, you should review your existing cover to check that it still meets your needs.

Not sure what cover you need? You can speak to one of our protection advisers.

Keep in mind that if you cancel your policy, you would no longer be protected if anything were to happen. 

To make a change or cancel your policy, get in touch with the providers below:

HSBC Life

Call: 0345 745 6125

Lines are open 08:00 to 18:00 Monday to Friday (excluding public holidays). Calls may be monitored or recorded.

Aviva

Website: 

Legal & General

Website: 

Zurich

Website: 

If you bought a policy with another provider through one of our 51³Ô¹ÏÍø protection advisers, please contact the provider directly.

Frequently asked questions

It's easy to answer your query online. Visit our Help page to find out how.