Your reference guides to With Profit policies
Since 30 April 2004, all insurance companies issuing With
Profits policies have been required to establish and maintain their
'Principles and Practices of Financial Management' (PPFM).
These documents provide further information for current and
future With Profits policyholders by explaining, in greater detail
than our short booklets, how we manage our With Profits
business.
We have produced a different PPFM document for each of our two
funds:
- The Medical Sickness Society Fund for Medical Sickness Society
policies purchased before our merger in July 1997
- The Wesleyan Open Fund for all other policies
Changes will be made to these documents from time to time to
reflect changes in the way that we operate our business.
We will notify policyholders in advance if we intend to make any
changes to our principles.
We will also advise policyholders if we change our practices but
may do so subsequently.
All of our PPFM documents are available as downloadable
pdfs.
Documents are also available summarising any changes made.
