The below resources are available to help you understand the PPS Mutual offering and support your client conversations. We will continue to refine and update periodically. Please make sure you download these resources as you need them to ensure you have the most up to date version.
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Claims Form
Used for notifying a claim to PPS Mutual
Download pdf -
Financial Underwriting Calculator
*We are currently making updates to the Financial Underwriting Calculator. A new version will be available soon*
The calculator is intended as a guide only. All assessments remain subject to full PPS Mutual underwriting. -
New Business guide
This guide explains the steps and details for our new business process, and highlights key differences you should know about.
Download pdf -
Introducing PPS presentation
For Adviser use, introducing PPS presentation to potential clients, with suggested speaking notes
Download pptx -
PPS Mutual logos & usage guide
Everything you need to use the PPS Mutual logo correctly - all in one place.
Download zip -
Adviser eDM and Social Marketing: Toolkit 1
Accredited, Professional and Mutual assets, for Adviser use in social and direct comms to clients.
Download zip -
About PPS Customer brochure
Download pdf -
Eligibility guide
Download pdf -
Quick reference product summary
Download pdf -
Key Person Protector Customer brochure
Download pdf -
Life Cover Customer brochure
Download pdf -
Terminal Illness Cover Customer brochure
Download pdf -
Total Permanent Disablement Cover Customer brochure
Download pdf -
Trauma Cover Customer brochure
Download pdf -
Income Protection Cover Customer brochure
Download pdf