With-profits

The following links will help you find out more information about your plan and the with-profits funds.

You will need to know whether you have a conventional or unit linked plan.

If you have a unit linked plan, you need to know which series you invest in:

  • Series 1, 2, 2a, 2b, 3, 3b & 7 invest in the 90:10 fund
  • Series 4, 5, 6, 8 & 9 invest in the 100:0 fund

Some plans could have invested in either fund. Please look at your yearly with-profits bonus statement to make sure you choose the specific information for you.

The with profits funds explained

Unit Linked 90:10 with-profits

Unit Linked 100:0 with-profits

Conventional with-profits

With-profits jargon buster

Understanding mortgage endowments

Mortgage endowments