About endowments

We've put together a leaflet to answer some of the questions you may have about how your endowment's performed. It explains:

  • Economic changes that have affected endowment performance expectations - why were they so popular and what's changed.
  • Actual endowment performance against an average savings account. This specifically looks at the performance of the With-Profit Fund, in which the majority of our endowment customers have invested.

The information in this leaflet is useful to anyone with an endowment policy, but it's specifically intended for you if you have a with-profits policy linked to a mortgage. 'Helping you understand endowments' (PDF 778KB).

WM65009 10/2011

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