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Annual Statement 2018

Annual Statement 2018


Annual Statement and Investment Update 2018

We have made some changes to the annual statements for 2018. This is to ensure we continue to provide our customers with the key information to help them make informed decisions about the plan or plans they have with us.

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.

What changes have you made for 2018?

We have outlined some of the changes in an accompanying information sheet which will be sent out with your annual statement. You can also find this sheet here to download.

We hope the changes will improve your overall experience of understanding the activity that takes place on your plan or plans within the statement period. If you have any questions about your new statement, please call us on 0800 980 1258.

When will I receive my annual statement?

You can expect to receive your annual statement by the end of November. If you don't receive your statement by 30 November 2018 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, every six months.

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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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