How to find out what type of with-profits plan you have

The following table will help you find out what type of plan you have and which with-profits fund it’s invested in. Although there are many different plan names, there are far fewer types of plan. The choices you can make often depend on the type of plan it is. You can find your plan name from the yearly statement we send you.

Some of our older pension plans do not specify the plan name, and if you're unsure which type of plan you have, please call us on the contact number in the letter sent with your yearly statement or from those on the How to contact us page. 

» Return to the with-profits homepage.

 

Plan name

Type of Plan

With-Profits Type

AA Savings Plan

Endowment

Conventional

Bond

Investment Bond

100:0 Unit linked

Bristol & West Free Standing AVC Plan provided by Zurich

Pension Plan

100:0 Unit linked

Bristol & West Investment Bond provided by Zurich

Investment Bond

100:0 Unit linked

Bristol & West Personal Pension provided by Zurich

Pension Plan

100:0 Unit linked

Bristol & West Personal Portfolio provided by Zurich

Life Plan

100:0 Unit linked

Buyout Plan

Pension Plan

100:0 Unit linked

Channel Islands Executive Pension Plan

Pension Plan

100:0 Unit linked

Channel Islands Personal Pension Plan

Pension Plan

100:0 Unit linked

Child's Endowment With Profit

Endowment

Conventional

Corporate Personal Pension Plan

Pension Plan

90:10 Unit linked

100:0 Unit linked

Deferred Annuity

Pension Plan

Conventional

Deferred Small Self Administered Scheme

Pension Plan (Conv)

Pension Plan (Unit)

Conventional

90:10 Unit linked

100:0 Unit linked

Eagle Unit Endowment Policy

Endowment

Conventional

Endowment Wife & Home

Endowment

Conventional

Endowment With Profit and income

Endowment

Conventional

Endowment With Profits

Endowment

Conventional

Esitran With Profit

Pension Plan

Conventional

Executive Pension Plan

Pension Plan

100:0 Unit linked

Executive Pension Plan Policy

Pension Plan

Conventional

Flexible Drawdown Plan - Option A/B/C

Pension Plan

100:0 Unit linked

Flexible Mortgage Protection Plan

Pension Plan

100:0 Unit linked

Flexible Protection Plan

Pension Plan

100:0 Unit linked

Free Standing AVC Plan

Pension Plan

100:0 Unit linked

Group AVC Pension Plan

Pension Plan

Conventional

90:10 Unit linked

100:0 Unit linked

Group AVC Personal Pension Plan

Pension Plan

90:10 Unit linked
100:0 Unit linked

Group Pension Plan

Pension Plan

90:10 Unit linked
100:0 Unit linked

Hill Samuel Unit Endowment Policy

Endowment

Conventional

Income Protection Plan

Life Plan

100:0 Unit linked

Investment Bond

Investment Bond

100:0 Unit linked

Investment Bond 2/3/4

Investment Bond

100:0 Unit linked

Investment of Trustees

Pension Plan (Conv)

Pension Plan (Unit)

Conventional

90:10 Unit linked

100:0 Unit linked

Isle of Man Free Standing AVC Plan

Pension Plan

100:0 Unit linked

Isle of Man Personal Pension

Pension Plan

100:0 Unit linked

Jersey Offshore Pension Plan

Pension Plan

100:0 Unit linked

Jersey Offshore Plan

Pension Plan

90:10 Unit linked

100:0 Unit linked

Kingfisher Personal Pension Plan

Pension Plan

90:10 Unit linked

Kingfisher Rainbow Personal Pension Account

Pension Plan

90:10 Unit linked

Lifestyle Personal Pension Plan

Pension Plan

100:0 Unit linked

Money Purchase Plan

Pension Plan

90:10 Unit linked

100:0 Unit linked

Mortgage Endowment Plan

Endowment

100:0 Unit linked

Mortgage Repayment Plan

Endowment

Conventional

Occupational Money Purchase Plan

Pension Plan

100:0 Unit linked

Personal Pension Plan

Pension Plan (Conv)

Pension Plan (Unit)

Conventional

100:0 Unit linked

Personal Pension Transfer Plan

Pension Plan

100:0 Unit linked

Personal Portfolio

Life Plan

100:0 Unit linked

Premier Protection Plan

Life Plan

90:10 Unit linked

100:0 Unit linked

Rainbow Additional Pension Plan

Pension Plan

90:10 Unit linked

100:0 Unit linked

Rainbow Bond

Investment Bond

90:10 Unit linked
100:0 Unit linked

Rainbow Personal Pension Account

Pension Plan

90:10 Unit linked

100:0 Unit linked

Rainbow Personal Pension Plan

Pension Plan

90:10 Unit linked

Rainbow Universal Life Plan

Life Plan

90:10 Unit linked

Retirement Annuity Plan

Pension Plan

100:0 Unit linked

Savings Plan

 

100:0 Unit linked

Self Employed Pension

Pension Plan

Conventional

Small Self Administered Scheme

Pension Plan (Conv)

Pension Plan (Unit)

Conventional

90:10 Unit linked

100:0 Unit linked

Star Homebuyer

Endowment

90:10 Unit linked

100:0 Unit linked

Star Homebuyer Low Start

Endowment

90:10 Unit linked

100:0 Unit linked

Star Low Cost Endowment

Endowment

Conventional

Star Plan

Pension Plan

90:10 Unit linked
100:0 Unit linked

Star Recognition Plan

Pension Plan

Conventional

Trustee Executive Plan

Pension Plan

100:0 Unit linked

Trustee Investment Plan

Pension Plan

90:10 Unit linked
100:0 Unit linked

Unit Linked Channel Isles Pension

Pension Plan

90:10 Unit linked

Unit Linked Esitran

Pension Plan

100:0 Unit linked

Unit Linked Executive Pension Plan

Pension Plan

90:10 Unit linked

100:0 Unit linked

Unit Linked Retirement Annuity Contract

Pension Plan

100:0 Unit linked

Whole Life With Profit

Life Plan

Conventional

Whole Life With Profit and Income

Life Plan

Conventional

Whole Life With Profit Low Cost

Life Plan

Conventional

With Profit Discretionary Scheme

Pension Plan

Conventional

 
 
Zurich Assurance Ltd, authorised and regulated by the Financial Services Authority for its life assurance, pension and investment products. Registered in England and Wales under company 02456671. Registered office: UK Life Centre, Station Road, Swindon, SN1 1EL.