Valuing your client’s policy

It’s quick, it’s easy – and it’s up to you. Choose one of these options:

Online Valuation Form

The no-fuss direct approach.

View and print the Valuation Form as PDF

Print a copy of the form, fill in the details and fax it to us on 020 8732 4020.

If you don't have all the policy details, complete as much as you can and get your client to sign and send it to the Freepost address which can be found on the right hand side of the document.

IFA Hotline on 0800 072 1920

We have trained specialists dedicated to helping you through the valuation process.

If you have a question, you can be sure they’ll have the answers – but you may find them in our FAQs here first.