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With Profits - Detailed Guides

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.

The percentage mix of assets backing our With Profits policies


31 Dec 20

30 Jun 20

31 Dec 19

Equity shares








Fixed interest








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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, 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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