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A more detailed guide to our Principles and Practices of Financial Management

 

 

 

 

 

 

 

 

 

 

 

 

 

PPFM Documents

In this section you can view the latest guides to how we manage our with-profits fund.  These are simplified versions of the Principles and Practices of Financial Management.


Guides to how we manage the with-profits fund

 

We’ve produced straightforward guides explaining how we manage our with-profits fund. As we manage a variety of funds and products, there are a number of different guides. It’s important that you select the right guide for your policy.

To help you identify the correct document please refer to your policy documentation. If you need help identifying which document is relevant to you, you can contact us by following this link.

The guides are available by following the links below.

  • Policy is a traditional with-profits policy, a unitised with-profits policy taken out before August 2001 or a Simplified Pension Investment deposit administration policy. (Policy is now with Phoenix Life Limited and formerly issued by Scottish Provident Limited)
pdf document Traditional with-profits policies
   
pdf document Unitised with-profits policies
   
pdf document Simplified Pension Investment deposit administration policies
  • Policy is a unitised with-profits policy taken out from August 2001 (policy issued by Scottish Mutual International).
1 Unitised with-profits policies (policy issued by Scottish Mutual International)
 
 

Scottish Mutual International Limited is regulated by the Irish Financial Regulator, and Phoenix Life Limited is regulated in the United Kingdom by the Financial Services Authority.