Transfers of business

Certain businesses of Scottish Provident Limited and Scottish Mutual Assurance Limited were transferred to Phoenix Life Limited, following the approval of the United Kingdom High Court on 30 January 2009. The transfer took effect on 6 February 2009.

If you are interested in what we did, you can access below the letter and pack we sent to affected policyholders.

Our regulator, the Financial Services Authority (FSA) also reviewed our plans and an Independent Expert was selected to review the proposals to ensure the protection of all policyholders involved in the transfers.

Please feel free to read and download any of the documents on the site. These documents tell you what we have done and what the impact is on policyholders.

Documents

Click on a document title below to download the document. If you are unable to access any of the documents linked below, please contact us.

You will require a copy of Adobe Acrobat reader in order to view these files click here to download a copy.

If you would like this information in large print, in Braille or on cassette or CD, please call our Helpline number.

Letter to Phoenix Life Limited policyholders (117kb)

Letter to Scottish Provident Limited policyholders whose policy has transferred to Phoenix Life Limited (92kb)

Letter to Scottish Mutual Assurance Limited policyholders whose policy has transferred to Phoenix Life Limited (123kb)

Policyholder Brochure entitled 'Simplifying our business' (139kb)

Policyholder Questions and Answers (66kb)

A leaflet for with profits policyholders whose policy was previously in the Special Fund of Scottish Provident Limited (35kb)

A leaflet for with profits policyholders whose policy was previously in the SPI Fund of Scottish Provident Limited (58kb)

A leaflet for with profits policyholders whose policy was previously with Scottish Mutual Assurance Limited (46kb)