Life insurance

Life insurance (also called "life assurance") protects your loved ones and dependants from financial hardship if you die. Policies can pay out income or a lump sum and can be used for clearing a debt such as a mortgage. With so many different policies available it's important to choose one that best suits you and your family's needs.

The main types are term assurance and whole of life. Term assurance means you decide how long you want the cover for (the term) and the amount of cover you need. If you die during the term the policy will pay out a lump sum. Term assurance is often used to cover specific debts, such as your mortgage.

A whole life insurance policy covers you for your entire life, not just for a specific period. However, crucially, it will not generally guarantee the amount it will pay out. Whole of life policies are more expensive and complicated than term assurance policies.

This type of policy could be used by someone who wants a lump sum paid out when they die to cover inheritance tax or funeral expenses.

Family income benefit is a type of term assurance which a lot of people don't know about and may be more widely used if they did. Instead of paying out a lump sum the policy provides a tax-free income to you or your family if you became terminally ill or die. The income finishes when the policy comes to the end of its term.

This type of policy is often used by young families with children to provide a regular income for a set period, say through to when the children finish further education.

Accidental death insurance is a type of term assurance which pays out a lump sum if you die from an accident. You don't usually have to prove that you are in good health to take out this type of insurance, so you could use it if you have difficulty getting life cover because of your medical history. 

Top tips

  • Make sure you shop around for competitive life insurance cover.
  • Check out if your company offers life assurance cover. This is often available at no cost to you. You may have to join the pension scheme to take advantage of this benefit. If so, make sure you join as soon as you can, otherwise you may have to prove you're in good health.
  • Company life cover stops on the day you leave work. If your new employer provides life cover and you leave work on a Friday to start your new job on a Monday, you won't be covered over the weekend.

 

 

  • Prepare a budget of the income your family would need if you die. Take into account any pension benefits you might receive or future additional costs such as childcare or university fees, then consider insuring the difference.
  • Review your life cover whenever your circumstances change - for example, if you get married, divorced, have children or buy a house.
  • Check if you need to complete a form to confirm the people you want to receive the benefit if you die.

 

 

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