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How we manage the with-profits funds
Phoenix Life Limited - SPI With-Profits Fund
Policy formerly with Scottish Provident Limited
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? |
Traditional with-profits policy
- Endowment
- Whole of Life
- Pension
|
- Your policy has a basic sum assured (or, for a pension policy an annuity or cash option)
- Pension policies include Self-Employed Retirement Annuity, Personal Pension and Individual and Executive Pension Arrangement policies.
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| Version: PLL_SPI_twp.pdf |
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| Type of Policy |
How Can I Tell? |
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Unitised with-profits policy
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You have a unit-linked (or unitised) policy where you have chosen a with-profits investment option. Your policy is called:
- Capital Investment Bond, With-Profits Bond or Flexible Mortgage Plan
- Accolade Individual Personal Pension Plan, Self-Employed Pension Plan, Linked Executive Pension Plan, Group Personal Pension Plan, Contracted-In Money Purchase Plan or Trustee Investment Bond
- New Style Pension Plan, Personal Pension Plan, Group Personal Pension Plan, Top Up Retirement Plan, Executive Retirement Plan, Trustee Investment Bond or Pension Transfer Plan
- Flexible Retirement Plan, Personal Retirement Account, Executive Retirement Account or Pension Investment Account
- Selexis Investment Bond, Savings Plan, Investment Mortgage, Special Incentive Savings Account, Approved Retirement Fund or Approved Minimum Retirement Fund.
- Select Executive, Group and Personal Retirement Plan, Early Values Plan, Late Values Plan, Spread Charges Plan. AVC Plan and Buy out Bond
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| Version: PLL_SPI_uwp.pdf |
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| Type of Policy |
How Can I Tell? |
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Simplified Pension Investment deposit administration
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Your policy is a Simplified Pension Investment Fund Plan group deposit administration policy
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| Version: PLL_SPI_dept.pdf |
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