|
With-Profits Information Leaflets
Phoenix Life Limited - SAL With-Profits Fund
Leaflets sent out in 2011 and 2010 are available below. Leaflets are not produced for all types of policy. Fact sheets dated February 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.
| Type of Policy |
How Can I Tell? |
|
Traditional with-profits policy.
|
- If you have a traditional with-profits endowment or whole of life policy (that is 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 (that is 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.
|
2011 leaflet:
2010 leaflet:
February 2011 fact sheet:
- Endowment:
- Pension (other than 2009 Scheme policy):
Fact sheets are not available for other types of traditional with-profits policy.
|
|
| Type of Policy |
How Can I Tell? |
|
Unitised with-profits policy.
|
- 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.
- Final salary pension schemes which had a Growth Fund policy with Phoenix Assurance Limited prior to 1996, or a Retirement Plan policy issued by Sun Alliance prior to 1996 and which was subsequently converted to a Group unitised with-profits pension investment.
|
2011 leaflet:
- Bond
- Group
- Other
2010 leaflet:
- Bond
- Group
- Other
February 2011 fact sheet:
- Bond issued between June 1996 and December 1998:
Fact sheets are not available for other types of unitised with-profits policy.
|
|
Back to Top |
|
