Corporate governance
See how we’re committed to high standards of corporate governance.
- Wesleyan - Whistleblowing Policy PDF (304KB)
- Wesleyan Unit Trust Managers Remuneration UCITS Policy PDF (123KB)
- Wesleyan Conflicts of Interest Policy PDF (205KB)
- Wesleyan Anti-Bribery and Corruption Policy PDF (130KB)
- Shareholder Engagement Policy PDF (120KB)
- Terms of Reference - Governance Advisory Arrangement PDF (94KB)
- Terms of Reference - Audit Committee PDF (87KB)
- Terms of Reference - PCG Committee PDF (104KB)
- Terms of Reference - Remuneration Committee PDF (141KB)
- Terms of Reference - Risk Committee PDF (128KB)
- Terms of Reference - With Profits Committee PDF (129KB)
- Terms of Reference Investment Committee PDF (166KB)
- Terms of Reference - Chair's Committee PDF (69KB)
- Wesleyan Unit Linked Business Manual April 2023 PDF (198KB)
- Schedule of Matters Reserved for the Society Board - March 2024 PDF (48KB)
- Rules of the Society 2022 PDF (164KB)
- Wesleyan Staff Pension Scheme - Statement of Investment PDF (121KB)
- Wesleyan Staff Pension Scheme - Engagement Policy Implementation Statement PDF (97KB)
- Wesleyan Assurance Society Act 1989 PDF (126KB)
- Charitable Assignment PDF (69KB)
- Wesleyan Third Party Suppliers Charter PDF (833KB)
Reports and accounts
See how we’re performing and stay up to date with the latest statutory financial information.
- Annual Report & Accounts 2023 PDF (10.5MB)
- Wesleyan Assurance Society - AGM minutes 2024 PDF (124KB)
- Wesleyan Assurance Society - AGM minutes 2023 PDF (124KB)
- Wesleyan Assurance Society - AGM minutes 2022 PDF (134KB)
- Wesleyan Assurance Society - AGM minutes 2021 PDF (257KB)
- Wesleyan Assurance Society - AGM minutes 2020 PDF (183KB)
- Wesleyan Assurance Society - AGM minutes 2019 PDF (115KB)
- WUTM Assessment of Value PDF (1.08MB)
If you’re a unit holder, you can request printed versions of the following reports by calling us on 0330 123 3813. Lines are open Monday to Friday, 9am - 5pm.
For our fund fact sheets, Key Investor Information Documents (KIID) and the Prospectus, you can visit our fund centre.
- Full Year Report June 2024 PDF (874KB)
- Half Year Report December 2023 PDF (742KB)
- Full Year Report June 2023 PDF (814KB)
- Half Year Report December 2022 PDF (685KB)
- Full Year Report June 2022 PDF (894KB)
- Half Year Report December 2021 PDF (611KB)
- Full Year Report June 2021 PDF (899KB)
- Half Year Report December 2020 PDF (3.23MB)
- Full Year Report June 2020 PDF (986KB)
- Half Year Report December 2019 PDF (849KB)
- Full Year Report June 2019 PDF (958KB)
- Half Year Report December 2018 PDF (886KB)
- Full Year Report June 2018 PDF (1.1MB)
- Half Year Report December 2017 PDF (679KB)
- Full Year Report June 2017 PDF (1MB)
- Half Year Report December 2016 PDF (448KB)
- Full Year Long Report 2017 PDF (229KB)
- Half Year Long Report 2016 PDF (159KB)
- Wesleyan Workplace GAA Report 2024 PDF (273KB)
- Wesleyan Workplace GAA Report 2023 PDF (290KB)
- Wesleyan Workplace GAA Report 2022 PDF (280KB)
- Wesleyan Workplace GAA Report 2021 PDF (619KB)
- Wesleyan Workplace GAA Report 2020 PDF (1.9MB)
- Wesleyan Workplace GAA Report 2019 PDF (1.2MB)
- Wesleyan Workplace GAA Report 2018 PDF (350KB)
- Group Scheme Illustrations PDF (54KB)
- Statement of costs and charges PDF (19KB)
- Wesleyan Staff GAA Report 2024 PDF (265KB)
- Wesleyan Staff GAA Report 2023 PDF (293KB)
- Wesleyan Staff GAA Report 2022 PDF (286KB)
- Wesleyan Staff GAA Report 2021 PDF (618KB)
- Wesleyan Staff GAA Report 2020 PDF (1.86MB)
- Wesleyan Staff GAA Report 2019 PDF (1.1MB)
- Wesleyan Staff GAA Report 2018 PDF (349KB)
- Staff Group Personal Pension Illustrations PDF (42KB)
- Statement of costs and charges PDF (15KB)
- Wesleyan Group Solvency and Financial Condition Report 2023 PDF (1.1MB)
- Wesleyan Group Solvency and Financial Condition Report 2022 PDF (1.2MB)
- Wesleyan Group Solvency and Financial Condition Report 2021 PDF (1.1MB)
- Wesleyan Group Solvency and Financial Condition Report 2020 PDF (1MB)
- Wesleyan Group Solvency and Financial Condition Report 2019 PDF (1.1MB)