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With Profits Information Leaflets
Phoenix Life Limited - SPI With-Profits Fund
Policy formerly with Scottish Provident Limited
Leaflets for 2009 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
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- Your policy has a basic sum assured (or, for a pension policy an annuity or a fund)
- Pension policies include Self-Employed Retirement Annuity, Personal Pension and Individual and Executive Pension Arrangement policies.
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2009 Leaflet:
2008 leaflet: There is no leaflet in addition to any personalised statement we sent you.
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| Type of Policy |
How Can I Tell? |
|
Unitised with profits policy
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You have a unit linked (or unitised) policy where you have chosen a with profits investment option. Your policy is called :
- Capital Investment Bond, With-Profits Bond or Flexible Mortgage Plan
- Accolade Individual Personal Pension Plan, Self-Employed Pension Plan, Linked Executive Pension Plan, Group Personal Pension Plan, Contracted-In Money Purchase Plan or Trustee Investment Bond
- New Style Pension Plan, Personal Pension Plan, Group Personal Pension Plan, Top Up Retirement Plan, Executive Retirement Plan, Trustee Investment Bond or Pension Transfer Plan
- Flexible Retirement Plan, Personal Retirement Account, Executive Retirement Account or Pension Investment Account
- Selexis Investment Bond, Savings Plan, Investment Mortgage, Special Incentive Savings Account, Approved Retirement Fund or Approved Minimum Retirement Fund.
- Select Executive, Group and Personal Retirement Plan, Early Values Plan, Late Values Plan, Spread Charges Plan. AVC Plan and Buy out Bond
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2009 Leaflet:
2008 leaflet: There is no leaflet in addition to any personalised statement we sent you.
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| Type of Policy |
How Can I Tell? |
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Simplified Pension Investment deposit administration
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Your policy is a Simplified Pension Investment Fund Plan group deposit administration policy
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2009 Leaflet:
2008 leaflet: There is no leaflet in addition to any personalised statement we sent you.
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