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Useful guides

Here you’ll find

  • Policy and guarantee information
  • Fund leaflets explaining how Pension With Profits Fund A & D investments work
  • Our Principles and Practices of Financial Management (PPFM) document

With profits policy and guarantee information

Fund leaflets

This leaflet describes Pension With Profits Fund A investments for policies beginning with 20 or 50 or schemes beginning with 7.

Pension With Profits Fund A

This leaflet describes Pension With Profits Fund A and Pension With Profits Fund D investments for policies beginning with 1 or 9 or schemes beginning with L and ending in A.

Pension With Profits Fund A and Pension With Profits Fund D

Principles and Practices of Financial Management (PPFM)

Our Principles and Practices of Financial Management document describes how we manage our with profits business. It only applies to UK with profits business, but we follow the same Principles and many of the same Practices for our Irish with profits business. Appendix B provides information on Irish with profits business and highlights important differences between the Practices for that business and the Practices for UK with profits business.

Heritage With Profits Fund PPFM