Can I transfer my plan to someone else?

Published On: 31st July 2024

Yes, it is possible to transfer your plan to someone else, such as a family member or friend – you’ll just need to give us written consent to do so. The new plan holder will be entitled to all the same products and services covered by the plan.

If you’re part way through paying for your plan in instalments when you transfer it, the balance of what you have paid will be used as a deposit towards the transferred plan. Payment plans for funerals cannot be transferred after the plan holder dies.