With-profits Fund

Bonus Rates

WITH-PROFITS BONUS RATES FROM 1 APRIL 2019 TO 31 DECEMBER 2019

We have listed below the 2018 and 2019 increases for Policy Values.

The capital distribution for this period was 35% of policy values at 31 December 2014. The capital distribution was added to payouts when policies matured or transferred out of the Society.

Territory

Policy type

Policy Value increases

(% per annum)

2018

2019

       

UK

Pension

2.00

2.00

Personal Pension 2000

2.00

2.00

Life

1.60

1.60

       

International

Offshore

2.00

2.00

Ex-offshore

1.60

1.60

       

Ireland

Pension

2.00

2.00

Flexible Income Plan

1.60

1.60

Life

1.60

1.60

       

Germany

UK-style

2.00

2.00

       

 

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