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Annual Statement 2019

Annual Statement 2019

ANNUAL STATEMENT 2019

Annual Statement and Investment Update 2019

Will I receive a statement for my Wesleyan plan?

The annual statements will include updates for most types of plans. However, we have a legal requirement to send some statements at certain times, such as ISAs, which will be sent separately.

When will I receive my annual statement?

You can expect to receive your annual statement by the end of December. If you don't receive your statement by 31 December 2019 please contact us on 0800 980 1258.

Unit Trust ISA statements, With Profits ISA statements and Self Invested Personal Pension (SIPP) statements are sent separately..

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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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© 2020 Wesleyan Assurance Society