Resources for you and your clients

Quarterly reviews

• Quarterly Review Q2 2026 (PDF, 647KB)
• Quarterly Review Q1 2026 (PDF, 1.9MB)
• Quarterly Review Q4 2025 (PDF, 647KB)
• Quarterly Review Q4 2025 (PDF, 504KB)
• Quarterly Review Q3 2025 (PDF, 1,338KB)
• Quarterly Review Q2 2025 (PDF, 630KB)
• Quarterly Review Q1 2025 (PDF, 706KB)
• Quarterly Review Q4 2024 (PDF, 605KB)
• Quarterly Review Q3 2024 (PDF, 661KB)
• Quarterly Review Q2 2024 (PDF, 655KB)
• Quarterly Review Q1 2024 (PDF, 516KB)
• Quarterly Review Q4 2023 (PDF, 520KB

Adviser tools

• Principles and Practices of Financial Management (PPFM) (PDF, 93.5KB)
• PPFM Compliance Report to Policyholders - Open Fund (PDF, 192KB)
• ISA Investment Plan - Target market statement (PDF, 175KB)
• Trustee Investment Plan - Target market statement (PDF, 145KB)
• Helping clients stay invested against market votatility (PDF, 590KB)

Internal reports

• Annual Report and Accounts 2025 (PDF, 3MB)
• Wesleyan Foundation Annual Report 2022 (PDF, 5.36MB)

Wesleyan 3rd party reports

• EV report Q1 2025 (PDF, 225KB)
• Defaqto risk rating report (PDF, 1.7MB)
• Dynamic planner risk rating report (PDF, 199KB)

General fund information

Information on the With Profits Growth Fund Series A:

• How Our With Profits Fund Works (PDF, 239KB)
• With Profits Fund video
• Sustainable Investing Policy (PDF, 8.2MB)
• With Profits Growth Fund Quarterly Review Q2 2026 (PDF, 318KB)

ISA Investment Plan

• ISA Investment Plan Key Features Document (PDF, 1.56MB)
• ISA Investment Plan Key Information Document (single premiums) (PDF, 147KB)
• ISA Investment Plan Key Information Document (regular premiums) (PDF, 147KB)
• ISA Investment Plan Terms & Conditions (PDF, 606KB)
• With Profits Growth Fund Series A Factsheet (PDF, 179KB)
• Wesleyan With Profits Adventurous GBP Series A (PDF, 369KB)
• Wesleyan With Profits Adventurous GBP Series A - Single Subscriptions (PDF, 177KB)
• Wesleyan With Profits Adventurous GBP Series A - Monthly Subscriptions (PDF, 179KB)
• Wesleyan With Profits Cautious GBP Series A factsheet (PDF, 282KB)
• Wesleyan With Profits Cautious GBP Series A - Single Subscriptions (PDF, 178KB)
• Wesleyan With Profits Cautious GBP Series A - Monthly Subscriptions (PDF, 179KB)

Trustee Investment Plan

• Trustee Investment Plan Key Features Document (PDF, 714KB)
• Trustee Investment Plan Key Information Document (single premiums) (PDF, 1.37MB)
• Trustee Investment Plan Key Information Document (regular premiums) (PDF, 147KB)
• Trustee Investment Plan Terms & Conditions (PDF, 411KB)
• With Profits Growth Pension Fund Series A Factsheet (PDF, 181KB)
• Wesleyan With Profits Adventurous Pension GBP Series A (PDF, 331KB)
• Wesleyan With Profits Adventurous Pension GBP Series A - Single Subscriptions (PDF, 177KB)
• Wesleyan With Profits Adventurous Pension GBP Series A - Monthly Subscriptions (PDF, 178KB)
• Wesleyan With Profits Cautious Pension GBP Series A (PDF, 208KB)
• Wesleyan With Profits Cautious Pension GBP Series A - Single Subscriptions (PDF, 177KB)
• Wesleyan With Profits Cautious Pension GBP Series A - Monthly Subscriptions (PDF, 179KB)