With-profits investment

Understanding your annual statement

We post you an annual statement each year, which tells you how your with-profits investment is doing. If you’re having trouble understanding exactly what it means, you can find out here.

Choose the statement relevant to your policy. It might not exactly match what you receive, so please use it for guidance only.

Unitised pensions

Understanding your annual statement (PDF 610KB)

Unitised endowments

Understanding your annual statement (PDF 5,632KB)

Unitised investment bonds

Understanding your annual statement (PDF 5,940KB)

Conventional Endowment

Understanding your annual statement (PDF 502KB)

Your Feedback

We would like to receive your feedback on your With-Profit Statement using our Feedback form.

WC02155 12/2011

Talk to an adviser

If you’d prefer to talk to one of our advisers, please call us on:

0800 068 6800

Monday to Friday
8.30am - 5.30pm
Saturday
8.30am - 2.00pm

We can only advise on our own products. Calls may be recorded.

My Account

Register for our new online service where you can securely access details of your existing policy.

Market Value Reductions - April 2011

We’ve reduced Market Value Reductions. Your annual statement will show if a Market Value Reduction applies to your policy.

Your questions answered (PDF 32KB).

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