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flex-tms

Target Market Statement
Details of the product’s purpose, target market and distribution for a Flexible Health Cash Plan.

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Flexible Product Guide
Details of the plan including benefits for clients and their employees, how much it costs and how much employees can claim back.

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Flexible Membership Plan
Flexible Health Cash Plan membership plan for employees. Including costs and details of benefits allowances.

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Flexible Policy Document
All the information on the Flexible Health Cash Plan. Including policy summary and full terms and conditions

 

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Flex Extra Information Exchange Form
A template to assist product manufacturers and distributors in meeting the FCA PROD rules relating to information exchange.

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Quote Request Form

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A little bit about us

As a award-winning Friendly Society, we’re dedicated to supporting our Broker community to provide employee benefits your clients will love. With a range of plans to choose from and over 360,000 members and 4,000 clients, you can trust us to make sure your clients are happy and their employees engaged.

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Health Shield Friendly Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.