Resources for you and your clients

General fund information

Information on the With Profits Growth Fund Series A:

• How Our With Profits Fund Works (PDF, 557KB)
• With Profits Fund video
• Sustainable Investing Policy (PDF, 1.74MB)
• Sustainable Investing Brochure (PDF, 9.71MB)
• With Profits Growth Fund Quarterly Review Q2 (PDF, 165KB)

ISA Investment Plan

• ISA Investment Plan Key Features Document (PDF, 1.56MB)
• ISA Investment Plan Key Information Document (single premiums) (PDF, 147KB)
• ISA Investment Plan Key Information Document (regular premiums) (PDF, 147KB)
• ISA Investment Plan Terms & Conditions (PDF, 2.24MB)
• With Profits Growth Fund Series A Factsheet (PDF, 179KB)

Trustee Investment Plan

• Trustee Investment Plan Key Features Document (PDF, 714KB)
• Trustee Investment Plan Key Information Document (single premiums) (PDF, 1.37MB)
• Trustee Investment Plan Key Information Document (regular premiums) (PDF, 147KB)
• Trustee Investment Plan Terms & Conditions (PDF, 411KB)
• With Profits Growth Pension Fund Series A Factsheet (PDF, 181KB)