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How we manage the with-profits funds
Phoenix Life Limited - Britannic With-Profits Fund
Policy formerly with Britannic Assurance or Policy formerly with Century Life
The tables below will help you find the guide that applies to your policy. If you have any difficulties in deciding which guide(s) you should read, please contact us.
Policy formerly with Britannic Assurance
| Type of Policy |
How Can I Tell? |
Ordinary Branch traditional with-profits policy.
- Endowment
- Whole of Life
- Retirement Annuity
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- 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.
|
| Version: PLL_BWP_twp.pdf |
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| 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
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| Version: PLL_BWP_uwp.pdf |
|
| Type of Policy |
How Can I Tell? |
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With-profits Annuity.
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- Your policy provides you with a regular income.
- The amount of income is reviewed each year.
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| Version: PLL_BWP_wpa.pdf |
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| Type of Policy |
How Can I Tell? |
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Britannic Assurance With-Profits Bond.
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- Your policy is called the 'Britannic Assurance With-Profits Bond.'
- The policy was taken out since 21 January 2002.
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| Version: PLL_BWP_wpb.pdf |
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Policy formerly with Century Life
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| Type of Policy |
How Can I Tell? |
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Former Century Life.
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Policy with either:
- National Employers Life
- Sentinel Life
- Prosperity Life
prior to transfer to Century
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| Version: PLL_BWP_cwp.pdf |
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