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Investment Bulletins & Information
 
 

Here you will find recent communications, investment bulletins and investment reports.

Click on the links below to download literature items in PDF format. If you are unable to access any of the PDF's linked below, please contact us.

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Monthly Investment Bulletins - 2013
   
pdf April 2013
pdf March 2013
pdf February 2013
pdf January 2013
   
   
Key updates and investment report 2012
   
pdf Investment Report 2012
pdf Key Updates for Traditional With Profits Life Policies (taken out before 1 August 2001)
pdf Key Updates for Traditional With Profits Pension Policies (taken out before 1 August 2001)
pdf Key Updates for Unitised With Profit Pension Policies (taken out before 1 August 2001)
pdf Key Updates for Unitised With Profits Life Policies (taken out after 1 August 2001)
pdf Key Updates for Unitised With Profits Pension Policies (taken out after 1 August 2001)
   
Monthly Investment Bulletins - 2012
   
pdf December 2012
pdf September 2012
pdf August 2012
pdf July 2012
pdf June 2012
pdf May 2012
pdf April 2012
pdf March 2012
pdf February 2012
pdf January 2012
   
Monthly Investment Bulletins - 2011
 
pdf December 2011
pdf November 2011
pdf October 2011
pdf September 2011
pdf August 2011
pdf July 2011
pdf June 2011
pdf May 2011
pdf April 2011
pdf March 2011
pdf February 2011
pdf January 2011
   
Fund Information Sheets - 2012
   
pdf Unitised With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Life Policies - Effective pre 08/2001
pdf Unitised With-Profit Pension Policies - Effective post 08/2001
pdf Unitised With-Profit Life Policies - Effective post 08/2001
   
   
Fund Information Sheets - 2011
   
pdf Unitised With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Life Policies - Effective pre 08/2001
pdf Unitised With-Profit Pension Policies - Effective post 08/2001
pdf Unitised With-Profit Life Policies - Effective post 08/2001
   
Monthly Investment Bulletins - 2010
 
pdf December 2010
pdf November 2010
pdf October 2010
pdf September 2010
pdf August 2010
pdf July 2010
pdf June 2010
pdf May 2010
pdf April 2010
pdf March 2010
pdf February 2010
pdf January 2010
   
Fund Information Sheets
   
pdf Unitised With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Life Policies - Effective pre 08/2001
pdf Unitised With-Profit Pension Policies - Effective post 08/2001
pdf Unitised With-Profit Life Policies - Effective post 08/2001
   
 
Fund Information Sheets
pdf Unitised With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Pension Policies - Effective pre 08/2001
pdf Traditional With-Profit Life Policies - Effective pre 08/2001
pdf Unitised With-Profit Pension Policies - Effective post 08/2001
pdf Unitised With-Profit Life Policies - Effective post 08/2001
   
Investment Reports
 
2011 - Pension Contracts
pdf Investment Report for Unit Linked and With-Profits Pension Funds 2011
   
2009 - Pension Contracts
pdf Investment Report for Unit Linked and With-Profits Pension Funds 2009
   
2008 - Pension Contracts
pdf Investment Report for Unit Linked and With-Profits Pension Funds 2008
   
2007 - Pension Contracts
pdf
pdf
   
Updates / News
   
pdf
pdf
   

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Scottish Mutual International Limited is regulated by the Central Bank of Ireland.
Phoenix Life Limited is authorised and regulated by the Financial Services Authority in the United Kingdom .