Legal Principals of Life Insurance

This is intended as a very brief introduction to thisrestricted by the Family law Reform Act 1969. Minors
subject. First of all a life insurance policy is a contractunder the age of 18 can enter into a contract but
between the insured and the insurer. In English lawsubject to certain restrictions the contract can not be
there are five basic requirements for a contract whichenforced against them. That is why most insurers will
are as follows,not issue a policy to someone under the age of 18.
- Offer and acceptance;Generally you can not enforce a contract against
- Consideration;some one of unsound mind if you knew they were of
- Capacity to contract;unsound mind when you contracted with them. Under
- Insurable interest;the Mental Health Act 1983 the affairs of a person of
- Consensus ad idem, which in English means aunsound mind can be placed into the hands of the
consensus of agreement. You were both contractingcourt of Protection who can then appoint someone to
about the same thing.handle affairs on their behalf.
Offer and acceptance. In English law under a contractThe Life Insurer must be authorised under the Financial
there is offer and acceptance. One party makes anServices and Markets Act 2000 in order to issue
'offer' and the other party accepts that offer withoutpolicies of life insurance in the England.
qualification. If the acceptance is qualified it simplyInsurable interest. The life insurance proposer, the
becomes an alternative offer. There is also underperson taking the policy out, must have an 'insurable
English law something called an invitation to treat. Thatinterest' in the Life Insured. Prior to the Life Insurance
is basically an advertisement. Insurers issue out theirAct 1774 this was not the case and many people
prospectus and brochures. They are not offers in theirwould take out life insurance policies on famous or
own right. You could not go into the insurer's office andnotorious people as a form of gambling. The Life
hand over your cheque for the policy shown in theInsurance Act 1774 put a stop to this. The act requires
advertisement.the proposer to have an insurance interest in the life
In life insurance the insurer usually makes the offer toinsured and that the level of insurance taking out must
contract by telling the insured that he has accepted thenot exceed the value of that insurable interest.
proposal and is willing to offer insurance at a set sum,Courts will usually hold that a person has an unlimited
based on a set policy and subject to the first premiuminterest in their own life and that of their spouse. In an
being paid. The insured then usually accepts that offer1854 court case called Dalby v India and London Life
when the insured pays the first premium.Insurance Co it was held that a life insurance policy
Usually when a life insurer make their offer they makewas not a policy of indemnity, and so the insurable
it subject to the first premium being paid by a certaininterest only had to exist when the policy was first
date and that until the first premium is paid the life totaken out.
be insured should remain in the same state of health.Consensus of agreement. The parties basically must
So if once you get the insurers offer, your healthbe in agreement about what they are contracting for
deteriorates before you pay the first premium then theat the time the agreement comes into force. The
life insurance contract may not be valid. You wouldoriginal idea came from a case where one party was
need to discuss that with your insurer.selling a boat and another person was buying a boat.
Consideration. There needs to be consideration onUnfortunately there were two boats with the same
both sides. This applies to all contracts which are notname and each party thought the other party was
under seal. The insured's consideration is the firsttalking about a different boat.
payment of premium and then after that the continuingIn life insurance this area of law has been extended by
payment of premium. The insurer's consideration is thethe idea of 'utmost good faith'. Courts believe that the
offer to pay out the sum insured if the life insured wasinsured has all the knowledge about themselves and
to die during the policy period.the insurer has none. The insured therefore under
Capacity to contract. Both parties must be able toEnglish Law has the duty to advise the insurer of all
contract. Minors under the age of 18 years arematerial facts.