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Key Information Documents

Along with all other providers of packaged retail insurance based investment products. Wesleyan Assurance Society is required to produce Key Information Documents (or 'KIDs') for each investment product we have offered for sale since 1 January 2018.

Each KID is unique to the product, and provides the key information that you need to know and understand prior to purchasing the product.

It is not marketing material but it is designed to help you understand the nature, risks, costs and potential gains and losses of the product and to help you compare it with other products.

If you have any questions about the information contained in a KID you can contact us (see below) or your Wesleyan Financial Services Consultant.

What is the Ongoing Advice Service (OAS)

If you opt into the Wesleyan Financial Services Limited (WFS) Ongoing Advice Service, either when you take out a product or at a later date, you will benefit from ongoing contact with your WFS Consultant and there is an additional charge for this.

As part of this service your WFS Consultant will contact you to offer you a financial review at least once a year or you can request one at any time. Your WFS Consultant will also keep you informed about relevant changes to taxation, regulations or your professional entitlement and provide advice and guidance when you need it. Full details of the WFS Ongoing Advice Service can be found in their document 'About our services and costs and how we do business with you'.

The drop down menu below will help you find the right KID for the product you are looking to invest in.

Click here to download Adobe Acrobat Reader.

If you are unsure which Key Information Document applies to you, please contact our Customer Relationship Centre on 0800 058 2965.

Our opening hours are Monday to Friday 9.00am to 5.00pm, Saturdays - closed. Or, you can speak to your Wesleyan Financial Services Consultant.

Capital Investment Bond

Flexible Savings Plan

With Profits ISA

The links below will help you find the right KID for your existing investment or the one you are looking to invest in.

If you have a v9 ISA, it will say With Profits ISA v9 on your Plan Document. If it doesn’t say this, you have a v8 ISA if you opened your plan on or after 31 December 2012.

Opted into OAS - Plan opened without advice 

Single subscriptions

Monthly subscriptions

Opted into OAS - Plans opened with advice

Single subscription or transfers

Monthly subscriptions

Staff With Profits ISA

Find Your Financial Consultant

Financial Consultant Form

More information about FCs

'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.

Click for more information about the Wesleyan group of companies.

© 2021 Wesleyan Assurance Society