Frequently Asked Questions

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You asked: What affects how much I might get back?

Unit-linked pension planholders, unit-linked investment bond and unit-linked endowment customers only

The amount you'll get back depends on a combination of how much you invested in the first place, plus:

  • how well the fund has performed during the time you've invested with us
  • whether you've made any withdrawals (investment bond) or switched out of the fund
  • whether a market value reduction applies
  • any charges you've had to pay
  • whether you can take advantage of any guarantees.

The value of your investment in the With-Profit Fund can go down as well as up and you may get back less has been paid in.

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