Below, you’ll find details on how to make a claim on a Wesleyan protection policy. If you have a policy with another provider, you will need to contact them directly.
If you’re not sure who provides your policy, please contact your Specialist Financial Adviser from Wesleyan Financial Services. You can find their details by logging in to My Wesleyan.
Income protection claims
If you need to make a claim on your income protection policy, you can request a claims pack via My Wesleyan.
Once you’ve logged in, you can either:
- Click onto ‘Messages’ and select ‘Make a claim on a protection plan’ from the dropdown menu to send us a message, or
- Select ‘Request a claims pack’ from the plan details page and complete the form.
Alternatively, call us on 0800 316 5049. Lines are open Monday to Friday, 9am ‑ 5pm.
Before you get in touch, please have to hand:
- Any reference numbers for your policies or products
- Nature of your absence from work (You don’t need to go into detail as you can share this in the claims form)
- The date you last worked
- The date you’re returning to work (if known)
Income protection claims FAQ
Once you’ve been in touch, we’ll send out your claims pack within three working days using your preferred communication method (email or post). You should then complete the forms within the pack and return them to us.
Once we’ve received your documents, we’ll assess your claim and be in touch to let you know the outcome. If we can't process your claim straight away, we'll contact you within three working days to ask for any additional information.
For claims where the benefit is due retrospectively, you'll receive the funds within five working days. All other claims will be paid at the end of the deferred period on your plan(s).
There are three forms for you to fill out as part of the claims pack:
- Illness or injury claim form – this is where you’ll provide details around your illness or injury, share your medical practitioner(s) details and sign a declaration. You'll be asked for your medical practitioner's name, address, speciality and the dates of your last and next appointments.
- Financial questionnaire – this allows us to complete our financial assessment.
- Medical certificate claim form – for your treating medical practitioner or consultant to complete.
You can:
- Log in to My Wesleyan, click on ‘Messages’ and upload the forms. To do this, open 'Messages' and select 'Upload'.
- Email the documents to the protection claims team at protectionclaims@wesleyan.co.uk.
- Return your forms via the pre-paid envelope provided in your pack.
If you don’t have a My Wesleyan account, you can register here.
Please note that any confidential information you send via email could be subject to security risks.
You can send your claim forms to:
Protection Claims Department
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR
If you need help following receipt of your claim pack, while your claim is being assessed or during the duration of your claim, the Protection Claims Team are happy to help.
You can contact them via My Wesleyan using the secure messaging system. Alternatively, call 0800 975 0131. Lines are open Monday to Friday, 9am - 5pm.
Claiming the proceeds of a maturing policy
If you have a life policy that’s due to mature, we’ll send you a maturity pack via post approximately four to six weeks before. This will give you an estimate of your plan value and explain your options, which are:
- Re-invest all or part of your policy into a variety of products
- Take your money when your plan matures
Please note we can only make payment to the policy owner(s).
Maturing policy claims FAQ
Once you’ve completed the forms within your maturity pack, you’ll need to return these to us. You can:
- Log in to My Wesleyan, click on ‘Messages’ and upload the forms.
- Return your forms via the pre-paid envelope provided in your pack.
If you don’t have a My Wesleyan account, you can register here.
Once your claim has been accepted, we'll aim to pay your funds on or around the maturity date. Once the payment has been made, it'll take three to five working days for the money to appear in your bank account.
You can send your maturity forms to:
Investment Claims Department
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR
Tracing unclaimed policies
If you need help tracing an old unclaimed policy, you should visit this page for more information.