Leaflets sent out in 2007 and 2006 are available below. Leaflets 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.
- Endowment
- Whole of Life
- Pension or deferred annuity
|
Your policy has a sum assured (or, for pension or deferred retirement annuity policies, an annuity or cash sum).
|
2007 Version:
2006 Version:
2007 bonus information:
- former Britannia Life Limited / FS assurance:
- former Britannia Life Assurance / Crusader:
- former Life Association of Scotland - UK business:
- former Life Association of Scotland - Irish business:
2006 bonus information:
- former Britannia Life Limited / FS assurance:
- former Britannia Life Assurance / Crusader:
- former Life Association of Scotland - UK business:
- former Life Association of Scotland - Irish business:
|
|
| Type of Policy |
How Can I Tell? |
|
Unitised with profits policy.
|
- Your policy is called a Homeplan.
- Your policy is a personal pension, Free standing AVC or executive pension plan (but these policy descriptions are not unique to this group).
|
2007 Version:
2006 Version: There is no leaflet in addition to any personalised statement we sent you.
|
|
| Type of Policy |
How Can I Tell? |
Policy invests in the
- With profits performance fund
- With profits pension fund
|
Your policy is a called:
- Mortgage Minder
- Universal Whole Life or Your Whole Life
- Capital Investment Bond
Your policy is a personal pension or executive pension plan (but these policy descriptions are not unique to this group).
|
2007 Version:
2006 Version: There is no leaflet in addition to any personalised statement we sent you.
|
|
Corporate (Group Pension Scheme) Business
If you are a member of pension scheme
|
|
| Type of Policy |
How Can I Tell? |
|
Traditional with profits pension or deferred annuity policy
|
Your policy has an annuity or cash sum.
|
2007 Version:
2006 Version:
2007 bonus information:
- former Britannia Life Limited / FS assurance:
- former Britannia Life Assurance / Crusader:
- former Life Association of Scotland - UK business:
- former Life Association of Scotland - Irish business:
2006 bonus information:
- former Britannia Life Limited / FS assurance:
- former Britannia Life Assurance / Crusader:
- former Life Association of Scotland - UK business:
- former Life Association of Scotland - Irish business:
|
|
|
| Type of Policy |
How Can I Tell? |
|
Unitised with profits pension policy
|
Your policy is a personal pension, AVC or executive pension plan (but these policy descriptions are not unique to this group).
|
| There is no leaflet in addition to any personalised statement we sent you. |
|
| Type of Policy |
How Can I Tell? |
|
Policy invests in the Assured Growth Fund / Scheme (sometimes called the Capital Guarantee Fund) pension policy
|
This includes policies called:
- Alpha plan
- Beta plan
- Omega plan
- Group pension plan
but includes other pension, AVC, money purchase, investment and buy out policies.
|
2007 Version:
2006 Version:
|
|
| Type of Policy |
How Can I Tell? |
|
Pension deposit administration policy other than those invested in the Assured Growth Fund / Scheme or Capital Guaranteed Fund.
|
This includes policies called:
- Versatile plan
- Nestegg plan
- Laserplan
but includes other pension, AVC, money purchase, investment and buy out policies.
|
2007 Version:
2006 Version:
|
|
| Type of Policy |
How Can I Tell? |
|
Policy invests in the Unitised Capital Guarantee Fund
|
Policy invests in the Unitised Capital Guarantee Fund.
|
2007 Version:
2006 Version:
|
|
| Type of Policy |
How Can I Tell? |
|
Policy invests in the with profits pension fund
|
Your policy is a personal pension or executive pension plan (but these policy descriptions are not unique to this group).
|
| There is no leaflet in addition to any personalised statement we sent you. |
|
If you are a pension scheme trustee or administrator
|
|
| Type of Policy |
How Can I Tell? |
|
Deposit administration policy based on the Assured Growth Fund / Scheme (sometimes called the Capital Guarantee Fund)
|
This includes policies called:
- Alpha plan
- Beta plan
- Omega plan
- Group pension plan
but includes other pension, AVC, money purchase, investment and buy out policies.
|
2007 Version:
2006 Version:
|
|
| Type of Policy |
How Can I Tell? |
|
Emeritus deposit administration policy
|
Policy is called Emeritus
|
2007 Version:
2006 Version:
|
|
| Type of Policy |
How Can I Tell? |
|
Deposit administration policy based on the Long Term Accumulation System
|
Policy refers to Long Term Accumulation System.
|
| There is no leaflet in addition to any personalised statement we sent you. |
|
| Type of Policy |
How Can I Tell? |
|
Controlled Funding
|
Controlled funding money purchase or final salary pension scheme.
|
| There is no leaflet in addition to any personalised statement we sent you. |
|
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