How we manage your With Profits investment
How we manage your With Profits investment
We have two different guides explaining how we manage With Profits investments. These are customer friendly versions of our Principles and Practices of Financial Management (PPFM).
Which guide applies to your plan?
If you're not sure which type of plan you hold, read the questions below to help you decide which guide is right for you.
Does your plan number start with a 0, 0T0, G or P?
If so you have a Conventional With Profits contract.
Does your plan number start with a UK, US, U, UP, 2, 3, 4 or 5?
To get a paper version of your guide, please call us on 0845 071 0062 and we’ll send you a copy.
Call charges will vary. We may record and monitor calls.
A more detailed description of our approach to managing With Profits can be found in our PPFM (PDF 226KB).
