Deed of Retirement
Deed of Retirement
Deed of Retirement
This deed should be completed with the details that appear on your policy
document. Please ensure you provide all the information requested in the Schedule
(policy number etc.). When completed, please send this deed to:
SP1 2TW
GENERAL INFORMATION
Definitions:
WHEREAS:
(a) The policy(ies) identified in Box E of the Schedule are now the property of the Trust.
(b) The Continuing Trustees (if any) and the Retiring Trustees (if any) is(are) the present
trustee(s) of the Trust.
(c) The power of appointing new trustees of the Trust is vested in the Appointor(s).
(d) The Continuing Trustee(s) (if any) desire(s) to remain as a trustee (trustees).
(e) The Retiring Trustee(s) (if any) desire(s) to be discharged from the trusts created by the Trust.
(f) The Appointor(s) is(are) desirous of appointing the New Trustee(s) (if any) to be a
trustee(trustees) of the Trust and to act jointly with the Continuing Trustee(s) (if any) (in place
of the Retiring Trustee(s) if any).
NOW THIS DEED WITNESSETH that in exercise of the power for the purpose vested in him/her/them
by the Trust and of every other power him/her/them enabling the Appointor(s) HEREBY APPOINT(S)
the New Trustee(s) (if any) to be a trustee (trustees) of the Policy (in place of the Retiring Trustee(s) if
any) and to act jointly with the Continuing Trustee(s) (if any) for all the purposes of the Trust of such of
the same as are still subsisting and capable of taking effect and the Continuing Trustee(s) (if any) and the
Retiring Trustee(s) (if any) HEREBY ASSIGN to the Continuing Trustee(s) (if any) and the New
Trustee(s) (if any) the Policy and all rights, benefits and provisions thereof TO HOLD the same upon the
trusts and with and subject to the powers and provisions declared in the Trust.
Optional (see note 5):
If a Settlor is also a Retiring Trustee they hereby irrevocably relinquish any hitherto subsisting
power of appointing new trustees.
The Schedule
A. The Appointor(s):
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Full Name:
Address:
Issuing company
F. The Trust
The Settlor(s)
Name
Name
Date Trust Created
CTS14 12.11 (PDF)
IN WITNESS WHEREOF these presents consisting of this and the two preceding pages
are executed by the said parties on the date shown and before the witnesses hereto
subscribing.
Dated this
day of
20
Name
Name
Signature
Signature
IN THE PRESENCE OF
IN THE PRESENCE OF
Witness name
Witness name
Witness address
Witness address
Witness signature
Witness signature
Name
Name
Signature
Signature
IN THE PRESENCE OF
IN THE PRESENCE OF
Witness name
Witness name
Witness address
Witness address
Witness signature
Witness signature
Name
Name
Signature
Signature
IN THE PRESENCE OF
IN THE PRESENCE OF
Witness name
Witness name
Witness address
Witness address
Witness signature
Witness signature