Resources for you and your clients

Key documents and information

Resources for financial advisers

Quarterly reviews
Quarterly Review Q2 2024 PDF (655KB)

Quarterly Review Q1 2024 PDF (516KB)

Quarterly Review Q4 2023 PDF (520KB)

Quarterly Review Q3 2023 PDF (525KB)

Quarterly Review Q2 2023 PDF (551KB)

Quarterly Review Q1 2023 PDF (328KB)

Quarterly Review Q4 2022 PDF (471KB)

Quarterly Review Q3 2022 PDF (465KB)

Quarterly Review Q2 2022 PDF (447KB)

Quarterly Review Q1 2022 PDF (313KB)

Quarterly Review Q4 2021 PDF (412KB)
Reports and statements
Principles and Practices of Financial Management (PPFM) PDF (93.5KB)

PPFM Compliance Report to Policyholders 2024 - Open Fund PDF (192KB)

Annual Report and Accounts 2023 PDF (10.5MB)

Wesleyan Foundation Annual Report 2022 PDF (5.36MB)

ISA Investment Plan - Target market statement PDF (175KB)

Trustee Investment Plan - Target market statement PDF (145KB)

Due Diligence document for With Profits Growth Fund PDF (903KB)

RSMR Report - Wesleyan With Profits Growth Fund PDF (585KB)

Resources for your clients

Our client-facing literature contains all the information needed to invest in the Wesleyan With Profits Fund.

General fund information
Information on the With Profits Growth Fund Series A:

How Our With Profits Fund Works PDF (506KB)

With Profits Fund video

Sustainable Investing Policy PDF (1.74MB)

Sustainable Investing Brochure PDF (9.71MB)
ISA Investment Plan
ISA Investment Plan Key Features Document PDF (495KB)

ISA Investment Plan Key Information Document (for single premiums) PDF (147KB)

ISA Investment Plan Key Information Document (for regular premiums) PDF (147KB)

ISA Investment Plan Terms & Conditions PDF (2.24MB)

With Profits Growth Fund Series A Factsheet PDF (181KB)
Trustee Investment Plan
Trustee Investment Plan Key Features Document PDF (714KB)

Trustee Investment Plan Key Information Document (for single premiums) PDF (147KB)

Trustee Investment Plan Key Information Document (for regular premiums) PDF (147KB)

Trustee Investment Plan Terms & Conditions PDF (411KB)

With Profits Growth Pension Fund Series A Factsheet PDF (181KB)