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How we manage the with profits funds
Phoenix & London Assurance Limited - Phoenix & London Assurance Limited With Profits Fund
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.
| Type of Policy |
How Can I Tell? |
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Traditional with profits policy.
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- If you have a traditional with profits endowment or whole of life policy (i.e. one that does not invest in units) which started in 1994 or earlier and was purchased from Sun Alliance.
- If you have a with profits traditional pensions policy (i.e. one that does not invest in units) which started in 1994 or earlier and was purchased from Sun Alliance.
- If you have a regular savings policy called "Moneymaker" which started with Sun Alliance up to 1996 or with Royal and Sun Alliance after that date.
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| Version: PALAL Trad3 BW RB.pdf |
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| Type of Policy |
How Can I Tell? |
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Unitised with profits policy.
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- If you have a Unitised With Profits bond started with Sun Alliance or Royal and SunAlliance between June 1996 and December 1998 inclusive.
- If you have a unit linked pensions policy which started between 1995 and 2001 with Sun Alliance or Royal and SunAlliance (but not 'Living Pensions' or 'Pensions Solutions' policies).
- If you have a unit linked "Universal Protection Plan" or "Regular Savings Plan" which can invest in with profits units which started in 1995 or later with Sun Alliance or Royal and SunAlliance.
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| Version: PALAL UWP BW RB.pdf.pdf |
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