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A quick guide to how we manage our with-profits funds

A more detailed guide to our Principles and Practices of Financial Management and Reports

With-profits important information leaflets, bonus information and fact sheets
 

With-Profits Information Leaflets

Phoenix Life Limited - Britannic With-Profits Fund


Policy formerly with Britannic Assurance - Ordinary Branch With Profits Fund or Policy formerly with Century Life

Leaflets sent out in 2011 and 2010 are available below. Leaflets are not produced for all types of policy. Fact sheets dated January 2011 are also available below. Fact sheets 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.

Policy formerly with Britannic Assurance plc

Type of Policy How Can I Tell?
Ordinary Branch traditional with-profits policy.
  • Endowment
  • Whole of Life
  • Retirement Annuity
  • 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.
2011 leaflet:
- Endowment or whole of life:
- Retirement annuity:

2010 leaflet:
- Endowment or whole of life:
- Retirement annuity:

January 2011 fact sheet:
- Endowment:
Fact sheets are not available for other types of traditional with-profits policy.

 

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
2011 leaflet:
- Capital Builder or mortgage endowment:
- Personal Pension Plan (UK):
- Personal Pension Plan (Channel Isle):
- Pension Plus (Free-standing AVC Plan):
- Portfolio Bond:
- Portfolio With-Profits Bond (IFA version):
- With-Profits ISA:

2010 leaflet:
- Capital Builder or mortgage endowment:
- Personal Pension Plan (UK):
- Personal Pension Plan (Channel Isle):
- Pension Plus (Free-standing AVC Plan):
- Portfolio Bond:
- Portfolio With-Profits Bond (IFA version):
- With-Profits ISA:

There are no fact sheets available.

 

Type of Policy How Can I Tell?
With-Profits Annuity.
  • Your policy provides you with a regular income.
  • The amount of income is reviewed each year.
2011 Leaflet:
2010 Leaflet:

There are no fact sheets available.

 

Type of Policy How Can I Tell?
Britannic Assurance With-Profits Bond.
  • Your policy is called the 'Britannic Assurance With-Profits Bond.'
  • The policy was taken out since 21 January 2002.
2011 Leaflet:
2010 Leaflet:

There are no fact sheets available.

 

Policy formerly with Century Life

Type of Policy How Can I Tell?
Former Century Life. Policy with either:
  • National Employers Life
  • Sentinel Life
  • Prosperity Life
prior to transfer to Century
2011 leaflet:
- Former National Employers Life (NEL):
- Former Sentinel Life:
- Former Prosperity Life Assurance (PLA):

2010 leaflet:
- Former National Employers Life (NEL):
- Former Sentinel Life:
- Former Prosperity Life Assurance (PLA):

There are no fact sheets available.

 

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