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Fund prices and investment information

Fund prices

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 and bonus information

 

With Profits Information Leaflets

Phoenix & London Assurance Limited - Phoenix & London Assurance Limited With Profits Fund


Your policy is now with Phoenix & London Assurance Limited. Our Phoenix logo has recently been rebranded, therefore the links below may contain old branding which was correct at time of issue.

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.
  • 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 1994 or earlier and was purchased from Sun Alliance.
  • If you have a with profits traditional pensions policy (i.e. 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.

 

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.

 

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