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A quick guide to how we manage our with-profits funds

A more detailed guide to our Principles and Practices of Financial Management and Reports

With-profits important information leaflets and bonus information
 

With-Profits Information Leaflets

Phoenix Life Limited - Britannic With-Profits Fund


Policy formerly with Britannic Assurance - Ordinary Branch With Profits Fund or Policy formerly with Century Life


Your policy is now with Phoenix Life Limited. Our Phoenix logo has recently been rebranded, therefore the links below may include old branding which was correct at time of issue.

Leaflets sent out in 2009 and 2008 are available below. Leaflets are not produced for all types of policy. The tables below will help you find the information (where available) that applies to your policy. If you have any difficulties in deciding which leaflet(s) you should read, please contact us.

Policy formerly with Britannic Assurance plc

Type of Policy How Can I Tell?
Ordinary Branch traditional with-profits policy.
  • Endowment
  • Whole of Life
  • Retirement Annuity
  • Your policy has a basic sum assured (or, for retirement annuity policies, a basic annuity).
  • You pay premiums monthly, quarterly, half-yearly or yearly or may have paid a single premium.
2009 leaflet:
- Endowment or whole of life:
- Retirement annuity:

2008 leaflet:
- Endowment or whole of life:
- Retirement annuity:

 

Type of Policy How Can I Tell?
Ordinary Branch unitised with-profits. Your policy will be called either:
  • Capital Builder
  • Easybuild Mortgage Endowment
  • Lowstart Mortgage Endowment
  • Personal Pension Plan
  • Pension Plus (Free-Standing AVC Plan)
  • Portfolio Investment Bond
  • Britannic Portfolio With-Profits Bond (purchased through an Independent Financial Adviser)
  • With-Profits ISA
2009 leaflet:
- Capital Builder or mortgage endowment:
- Personal Pension Plan (UK):
- Personal Pension Plan (Channel Isle):
- Pension Plus (Free-standing AVC Plan):
- Portfolio Bond:
- Portfolio With-Profits Bond (IFA version):
- With-profits ISA:

2008 leaflet:
- Capital Builder or mortgage endowment:
- Personal Pension Plan (UK):
- Personal Pension Plan (Channel Isle):
- Pension Plus (Free-standing AVC Plan):
- Portfolio Bond:
- Portfolio With-Profits Bond (IFA version):
- With-profits ISA:

 

Type of Policy How Can I Tell?
With-Profits Annuity.
  • Your policy provides you with a regular income.
  • The amount of income is reviewed each year.
2009 Leaflet:
2008 Leaflet:

 

Type of Policy How Can I Tell?
Britannic Assurance With-Profits Bond.
  • Your policy is called the 'Britannic Assurance With-Profits Bond.'
  • The policy was taken out since 21 January 2002.
2009 Leaflet:
2008 Leaflet:

 

Policy formerly with Century Life

Type of Policy How Can I Tell?
Former Century Life. Policy with either:
  • National Employers Life
  • Sentinel Life
  • Prosperity Life
prior to transfer to Century
2009 leaflet:
- former National Employers Life (NEL):
- former Sentinel Life:
- former Prosperity Life Assurance (PLA):

2008 leaflet: There is no leaflet in addition to any personalised statement we sent you.

 

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