It’s important to keep us up-to-date should your personal details or circumstances change. You can do this alongside viewing all of your policy documentation by accessing your account online via Chesnara Life Access. If you were previously registered for the HSBC Life Customer Portal, then your log in credentials will still be valid.
Some reasons you may wish to update your policy details include:
Do you need financial advice?
There are certain aspects to arranging life protection where you may find help from a financial adviser useful:
As part of your wider financial planning – a financial adviser can help you see life protection within the context of your wider plans for the future, including investments and pensions for example.
You already pay fees to a financial adviser – in which case arranging or amending your life protection could be something you ask them to look into for you.
As part of your estate planning – placing a life Insurance policy into Trust can raise some questions. Your financial adviser will be able to give you the best guidance.
How to find a financial adviser – If you need to speak to a financial adviser, then you might find this link helpful:
To obtain a copy of your Policy Booklet or to make amendments, please login to the Client Portal
By placing a life insurance policy in Trust, the proceeds of the policy after the death of the policy owner can be paid to the beneficiaries. The proceeds do not form part of the estate for Inheritance Tax purposes.
Get the full details of the 6 key services from our customer guide
Need help? Contact our Customer Services Team on 0333 207 5563

It couldn't be easier. Find out more about our simple 3 STEP process

We'll do all we can to help and put things right if something has gone wrong.