The way we manage our With-Profits funds is set out
in documents called the Principles and Practices of Financial
Management (PPFM).
These are lengthy and complex documents, so we've
created customer friendly versions (CFPPFM),
which are designed to be shorter and easier to
understand. You can download these documents below.
Please refer to your plan documents (including yearly
statements) which will show which fund your plan invests in.
Tunbridge Wells Equitable Life and
Endowment Fund PPFM
PDF, 278KB (opens a new window)
Tunbridge Wells Equitable Life and
Endowment Fund CFPPFM
PDF, 164KB (opens a new window)
Boots Life Fund PPFM
PDF, 284KB (opens a new window)
Boots Life Fund CFPPFM
PDF, 112KB (opens a new window)
Each year, along with their annual statements, we provide our
With-Profits plan holders with an explanation of how the
With-Profits fund in which they are invested has been managed in
the previous year. The 2009 explanation document can be downloaded
below.
Management of our With-Profits
Funds
PDF, 198KB (opens a new window)