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