Your yearly bonus
The yearly bonus is just part of the payout of a with-profits investment, but it’s an important one. This section tells you how we calculate these bonuses, how to work out which one applies to you and – most importantly – gives our most recent with-profits bonus rates.
Please remember that we don’t apply bonuses to our new generation with-profits funds. The value of an investment and any income from it can fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
Bonus announcements are sent to customers at the end of June and the end of December each year.
Contact us
Individual pensions and investments:
08456 10 00 10
Company pensions:
08456 10 00 88
Protection:
08456 00 14 02
If you have a question about a specific product or service visit our contact pages.
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