Leaflets sent out in 2011 and 2010 are available below. Leaflets are not produced for all types of policy. . Fact sheets dated January (or February) 2011 are also available below. Fact sheets 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.
| Type of Policy |
How Can I Tell? |
|
Traditional with-profits policy.
|
- If you have a traditional with-profits endowment or whole of life policy (that is one that does not invest in units) which started in 1996 or earlier and was purchased from Royal Life.
- If you have a with-profits traditional pensions policy (that is one that does not invest in units) which started in 1996 or earlier and was purchased from Royal Life.
- If you have a policy of the type mentioned in 1 or 2 above from Royal and SunAlliance which started after 1996 it is likely to be a Phoenix Life & Pensions traditional policy. However, please check the name of the issuing company on your policy document as it could be a Phoenix & London Assurance traditional policy. In particular if you have an endowment called a "Moneymaker" then it will be a Phoenix & London Assurance traditional policy.
|
2011 leaflet:
2010 leaflet:
January 2011 fact sheet :
- Endowment issued in UK:
- Endowment issued in Eire:
Fact sheets are not available for other types of traditional with-profits policy.
|
|
| Type of Policy |
How Can I Tell? |
|
Unitised with-profits policy.
|
- If you have a unitised with-profits bond or a Lifestyle bond from Royal and SunAlliance which started in January 1999 or later.
- If you have a unit-linked "Living Pensions" or "Pensions Solutions" policy.
|
2011 leaflet:
- Bond:
- Other:
2010 leaflet:
- Bond:
- Other:
January (or February) 2011 fact sheet :
- Bond issued between January 1999 and July 2000:
- Bond issued between August 2000 and December 2001:
Fact sheets are not available for other types of unitised with-profits policy.
|
|
| Type of Policy |
How Can I Tell? |
|
Pre 1997 with-profits bond.
|
If you have a with-profits bond from Royal Life which started in 1996 or earlier.
|
2011 leaflet:
2010 leaflet:
There are no fact sheets available.
|
|
| Type of Policy |
How Can I Tell? |
|
Policy which invests in Profit Plus Fund units.
|
If you have a unit linked pensions policy, which can invest in Profit Plus Fund units. Most such policies (or schemes) will have been started with Royal Life prior to 1996.
|
2011 leaflet:
2010 leaflet:
There are no fact sheets available.
|
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