| Type of Policy |
How Can I Tell? |
|
Traditional with profits policy.
|
- 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 1996 or earlier and was purchased from Royal Life.
- If you have a with profits traditional pensions policy (i.e. 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.
|
| Version: PLL_PWP_twp_v3B-W.pdf |
|
| 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.
|
| Version: PLL_PWP_uwp_v4B-W.pdf |
|
| 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.
|
| Version: PLL_PWP_orwpb_v4B-W.pdf |
|
| 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.
|
| Version: PLL_PWP_ppf_v4B-W.pdf |
|
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