Keeping you informed

Yearly statement

We’ll send you a statement each year on the anniversary of when you took out your investment bond with us. The statement will show what your bond is worth and which funds it invests in.

Guaranteed Fund fifth anniversary

Because the Guaranteed Fund is only available for five years, you’ll have to decide what to do with the money in the fund when it gets to the fifth anniversary. So three months before your anniversary date, we’ll send you a guide which explains what your options are and what you need to do.

With-profits bonus announcement

If you’re invested in one of our with-profits funds, we’ll write to you at least once a year when we review our bonus rates. For more information, visit our with-profits existing customer pages.

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