HOW TO MAKE A LIFE INSURANCE CLAIM.

If you or your loved ones need to make a claim, our dedicated team will be there to talk and ensure your claim is dealt with as smoothly as possible. 

See below for helpful information on how to make a claim.

Step 1

WHAT YOU WILL NEED.

To help us find the policy, it will be helpful if you have this information to hand when you call:

  • Full name and date of birth of the policyholder
  • The policyholder’s address (including post code)
  • Your postal address, daytime contact number and email address
  • The plan and/or policy number which you can find in the policy documents. Do not worry if you cannot find it, we can still start your claim without it.

Step 2

CONTACT US.

When you are ready give us a call on the number below to start your claim. We will talk you through the process step by step and keep you up to date at all stages.

Policy number beginning with

Phone number

Opening hours

5

0345 601 4179

Mon to Fri - 8am to 6pm
Sat - 9am to 12:30pm

1

0800 849 6089

Mon to Fri - 9am to 5:30pm

SW5

0800 085 8310

Mon to Fri - 9am to 5pm

TMP or 14

0345 600 1194

Mon to Fri - 8am to 6pm
Sat - 9am to 1pm

HX6

0345 608 0390

Mon to Fri - 9:30am to 5pm

5


Phone number

Opening hours

Mon to Fri - 8am to 6pm
Sat - 9am to 12:30pm

1


Phone number

Opening hours

Mon to Fri - 9am to 5:30pm

SW5


Phone number

Opening hours

Mon to Fri - 9am to 5pm

TMP or 14


Phone number

Opening hours

Mon to Fri - 8am to 6pm
Sat - 9am to 1pm

HX6


Phone number

Opening hours

Mon to Fri - 9:30am to 5pm


Step 3

WHAT WE WILL NEED.

What we need to settle your claim:

  • The policyholder’s death certificate

If the policy is not held under trust we may also require the following to settle your claim:

  • A copy of the policyholder’s Will, if they left one.
  • Legal documentation such as Grants of Probate, Letters of Administration (in England and Wales) or Confirmation (in Scotland) to help us identify who payment should be made to.

These show that the person making the claim has a legal right to deal with the policyholder's estate. We will let you know if we need any of these documents when we first speak with you.

In some circumstances we may need to contact the doctor or coroner to get medical information.

Step 1

WHAT YOU WILL NEED.

To help us find the policy, it will be helpful if you have this information to hand when you call:

  • Your policy number, you can find this within your policy documents.
  • The name and address of your GP and hospital specialist.
  • Medicle notes and correspondence.

Step 2

CONTACT US.

When you are ready give us a call on the number below to start your claim. We will talk you through the process step by step and keep you up to date at all stages.

Policy number beginning with

Phone number

Opening hours

5

0345 601 4839

Mon to Fri – 8am to 6pm

1

0800 849 6089

Mon to Fri - 9am to 5:30pm

SW5

0800 085 8310

Mon to Fri - 9am to 5pm

TMP or 14

0345 600 1194

Mon to Fri - 8am to 6pm
Sat - 9am to 1pm

HX6

0345 608 0390

Mon to Fri - 9:30am to 5pm

5


Phone number

Opening hours

Mon to Fri – 8am to 6pm

1


Phone number

Opening hours

Mon to Fri - 9am to 5:30pm

SW5


Phone number

Opening hours

Mon to Fri - 9am to 5pm

TMP or 14


Phone number

Opening hours

Mon to Fri - 8am to 6pm
Sat - 9am to 1pm

HX6


Phone number

Opening hours

Mon to Fri - 9:30am to 5pm


Step 3

WHAT WE WILL NEED.

What we will need from you to settle your claim:

    • Copies of medical notes and correspondence from your GP and hospital specialist.

You will have a dedicated claims handler who will look after your claim and provide you with their contact details so you can get in touch with them if you need to.

We may source additional information from your GP and hospital specialist.

FSCS protected


Important information

Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.