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With-Profits Information Leaflets
Phoenix Life Limited - Phoenix With-Profits Fund
Policy formerly with Phoenix Life & Pensions
Your policy is now with Phoenix Life Limited. Our Phoenix logo has recently been rebranded, therefore the links below may include old branding which was correct at time of issue.
Leaflets sent out in 2008 and 2007 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? |
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Traditional with-profits policy.
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- 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 1996 or earlier and was purchased from Royal Life.
- If you have a with-profits traditional pensions policy (i.e. one that does not invest in units) which started in 1996 or earlier and was purchased from Royal Life.
- If you have a policy of the type mentioned in 1 or 2 above from Royal and SunAlliance which started after 1996 it is likely to be a Phoenix Life & Pensions traditional policy. However, please check the name of the issuing company on your policy document as it could be a Phoenix & London Assurance traditional policy. In particular if you have an endowment called a "Moneymaker" then it will be a Phoenix & London Assurance traditional policy.
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2008 leaflet:
2007 leaflet:
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| Type of Policy |
How Can I Tell? |
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Unitised with-profits policy.
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- If you have a unitised with-profits bond or a Lifestyle bond from Royal and SunAlliance which started in January 1999 or later.
- If you have a unit linked "Living Pensions" or "Pensions Solutions" policy.
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2008 leaflet:
- Bond:
- Other:
2007 leaflet:
- Bond:
- Other:
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| Type of Policy |
How Can I Tell? |
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Pre 1997 with-profits bond.
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If you have a with-profits bond from Royal Life which started in 1996 or earlier.
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2008 leaflet:
2007 leaflet:
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| Type of Policy |
How Can I Tell? |
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Policy which invests in Profit Plus Fund units.
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If you have a unit linked pensions policy, which can invest in Profit Plus Fund units. Most such policies (or schemes) will have been started with Royal Life prior to 1996.
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2008 leaflet:
2007 leaflet:
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