Apply for a Tax Exempt Plan with Unity Mutual

Thank you for choosing to apply for our Tax Exempt Plan.

Before you begin, please confirm that you have read the Key Information Document, the Terms & Conditions and the Services & Costs Disclosure Document by ticking the box shown, then click the 'Start application' button.

This Tax Exempt Plan is being marketed (sold) on a non-advised basis, and no advice given or sought (self sold). Whilst we can provide you with factual information, we cannot advise you on what to do.

If you’re in any doubt about whether this product is right for you, it’s a good idea to talk to an Independent Financial Advisor (IFA). You can find a local financial advisor by phoning IFA Promotion on 020 7833 3131 or via www.unbiased.co.uk. You may need to pay for a financial advisor’s help, so make sure you ask them about their fees first.

You will need the following to apply online

  • Your National Insurance Number. You should be able to find your NI number on a payslip, form P45 or P60, a letter from HM Revenue & Customs, a letter from the Department of Work & Pensions, or your pension order book.