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Annual Statement 2016

Annual Statement 2016

Your Annual Statement and Investment Update for 2016 will show how your investments have performed during the previous 12 months.

Will I receive a statement for my Wesleyan plan?

Your Annual Statement & Investment Update 2016 booklet will include statements for most investment-based plans held with us. However, because we have a legal requirement to send some statements at certain times, statements for some plans, such as stakeholder pensions and ISAs, will be sent separately.


Your Wesleyan plan will need to meet certain criteria in order to be included in your booklet. If it is a Conventional With Profits plan we will include it even if you have not paid into the plan during the last 12 months.

However, if your plan is Unit-linked or Unitised With Profits it must have contained units in it on 31 March 2016 for us to produce a statement. If you are not sure what type of plan you hold, you can check the top of your previous year's statement or your policy documents.

We are currently producing 2016 statements and will be with customers during October.


When can I expect to receive my statements?

The following table shows when statements can be expected. If your plan is not listed, it means that we do not normally produce statements for these types. If you are unsure you can check the Key Features document you were provided with when you purchased your plan, or you can contact us.

Plan type

 Plan type  How often  When
 Additional Pension Plan  Annually  October
 Affinity Personal Pension Plan  Annually  October
 Affinity Stakeholder Pension Plan  Annually  October
 Britannia Airways Group AVC Plan  Annually  October
 Capital Investment Bond  Annually  October
 Endowment Plan  Annually  October
 Equity Plan  Annually  October
 Fixed Term Savings Plan  Annually  October
 Flexible Savings Plan  Annually  October
 Free Standing AVC Plan  Annually  October
 Group Personal Pension Plan  Annually  October
 Group Stakeholder Pension Plan  Annually  May
 Homebuyers Plan  Annually  October
 Individual Pension Plan  Annually  October
 Lifetime Account Plan  Annually  October
 Lifetime Account Plus Plan  Annually  October
 Maximum Investment Plan  Annually  October
 Medical Sickness Life Assurance Plan  Annually  October
 Medical Sickness Pension Plan  Annually  October
 Midas Bond  Annually  October
 Pension Plan  Annually  October
 Pension Transfer Plan  Annually  October
 Personal Pension Plan  Annually  October
 Retirement Account Plan  Annually  October
 Select Bond  Annually  October
 Select FSAVC Plan  Annually  October
 Select Individual Pension Plan  Annually  October
 Select Investment Bond  Annually  October
 Select Investment Plan  Annually  October
 Select Personal Pension Plan  Annually  October
 Self Invested Personal Pension (SIPP)
 / Trustee Investment Plan
 Every six months  June & December
 Select With Profits Bond  Annually  October
 Staff Group AVC Plan  Annually  October
 Stakeholder Pension Plan  Annually  October
 TUI Group AVC Plan  Annually  October
 Unit Trust ISA Statements  Every six months  March & September
 Wesleyan Growth Bond  Annually  October
 Whole of Life Plan  Annually  October
 With Profits Income Protection  Annually  October
 With Profits ISA  Every six months  March & September

Please note that the above dates are for guidance and may change.

The calculations involved in preparing your statement are detailed and we have a rigorous quality control procedure that takes place before we send your statement. This process usually takes several weeks due to the complexity and volume of statements we send to our customers. A comprehensive list of frequently asked questions which relate to your policies will also be included in your Annual Statement booklet.

If you don't receive your Annual Statement(s) by 11 November 2016 or if you require further information in the meantime, please contact us.

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'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Syscap Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

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