Background

Female - Aged 50 - Administrative Worker - Married with no dependants.

We implemented Life & Critical Illness Cover via AVIVA in 2018 and Income Protection in 2020 via Exeter Friendly, to provide an element of financial support should an unforeseen event occur.

Sadly, earlier this year our client was diagnosed with cancer and required both an operation and follow up treatment.

Event

Cancer Diagnosis.

Operation in April 2024 & follow up treatment June 2024.

Outcome

With the cover in place, it meant a lump sum was provided via the Critical Illness Plan to support them financially, while the Income Protection meant there was money coming in monthly to further support them and pay bills. Although our client will no longer have their Critical Illness cover, their Income Protection Plan remains active and means if future issues occur and a future claim is required, cover is still valid.

Benefit Paid

£20,000 lump sum, plus Income Protection until return to work that still remains in place.