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Convertible Term

Convertible Term Assurance

Like Renewable Term Assurance, this type of term assurance contains an option at the end of the term. This time it is to convert it into an endowment or whole of life policy without the need for a medical. The option must be exercised before the plan ends. The level of protection cannot be increased upon conversion and, although your health is not taken into consideration at the time of conversion, the terms offered will be based on your age.

  • Option at specified dates to convert your protection-only policy into an investment type insurance policy based on your health at the time you took out the original term insurance.
  • The agreement requires that premiums are paid on time and that the insurer makes no changes except if a premium change is made for an entire class of policyholder
  • This option is of limited use.
  • The Plan has no cash-in value before conversion to an investment assurance policy

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Company address:
Gerry Dupree, Unit 17 Springfield Business Centre, Brunel Way, Stroudwater Business Park, Stonehouse, Gloucestershire, GL10 3SX
T: 0845 307 0301
F: 0845 307 0302

Email: ifa@gerrydupree.co.uk

Registration address as company address
Registration number: 4289129
Registered in: England & Wales

Gerry Dupree & Company Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Services Authority.

TenetConnect Services Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150643

The FSA do not regulate all forms of mortgages, offshore funds, taxation or IHT planning.

For Investment planning we make recommendation based upon the Whole Of Market.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The information in this site does not confer any form of personalised financial advice.

Telephone: 0845 307 0301 | ifa@gerrydupree.co.uk

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