| Type of Policy |
How Can I Tell? |
Traditional with profits policy.
- Endowment
- Whole of Life
- Pension or deferred annuity
|
Your policy has a sum assured (or, for pension or deferred retirement annuity policies, an annuity or cash sum).
|
| Version: PLL_AWP_twp_v4.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Unitised with profits policy.
|
- Your policy is called a Homeplan.
- Your policy is a personal pension, Free standing AVC or executive pension plan (but these policy descriptions are not unique to this group).
|
| Version: PLL_AWP_uwp_v2.pdf |
|
| Type of Policy |
How Can I Tell? |
Policy invests in the
- With profits performance fund
- With profits pension fund
|
Your policy is a called:
- Mortgage Minder
- Universal Whole Life or Your Whole Life
- Capital Investment Bond
Your policy is a personal pension or executive pension plan (but these policy descriptions are not unique to this group).
|
| Version: PLL_AWP_wppf_v4.pdf |
|
Corporate (Group Pension Scheme) Business
If you are a member of pension scheme
|
|
| Type of Policy |
How Can I Tell? |
|
Traditional with profits pension or deferred annuity policy
|
Your policy has an annuity or cash sum.
|
| Version: PLL_AWP_twp_v4.pdf |
|
|
| Type of Policy |
How Can I Tell? |
|
Unitised with profits pension policy
|
Your policy is a personal pension, AVC or executive pension plan (but these policy descriptions are not unique to this group).
|
| Version: PLL_AWP_uwp_v2.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Policy invests in the Assured Growth Fund / Scheme (sometimes called the Capital Guarantee Fund) pension policy
|
This includes policies called:
- Alpha plan
- Beta plan
- Omega plan
- Group pension plan
but includes other pension, AVC, money purchase, investment and buy out policies.
|
| Version: PLL_AWP_depiag_v2.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Pension deposit administration policy other than those invested in the Assured Growth Fund / Scheme or Capital Guarantee Fund.
|
This includes policies called:
- Versatile plan
- Nestegg plan
- Laserplan
but includes other pension, AVC, money purchase, investment and buy out policies.
|
| Version: PLL_AWP_depips_v3.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Policy invests in the Unitised Capital Guarantee Fund
|
Policy invests in the Unitised Capital Guarantee Fund.
|
| Version: PLL_AWP_ucgf_v3.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Policy invests in the with profits pension fund
|
Your policy is a personal pension or executive pension plan (but these policy descriptions are not unique to this group).
|
| Version: PLL_AWP_wppf_v4.pdf |
|
If you are a pension scheme trustee or administrator
|
|
| Type of Policy |
How Can I Tell? |
|
Deposit administration policy based on the Assured Growth Fund / Scheme (sometimes called the Capital Guarantee Fund)
|
This includes policies called:
- Alpha plan
- Beta plan
- Omega plan
- Group pension plan
but includes other pension, AVC, money purchase, investment and buy out policies.
|
| Version: PLL_AWP_deptag_v4.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Emeritus deposit administration policy
|
Policy is called Emeritus
|
| Version: PLL_AWP_depte_v4.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Deposit administration policy based on the Long Term Accumulation System
|
Policy refers to Long Term Accumulation System.
|
| Version: PLL_AWP_deptl_v4.pdf |
|
| Type of Policy |
How Can I Tell? |
|
Controlled Funding
|
Controlled funding money purchase or final salary pension scheme.
|
| Version: PLL_AWP_cf_v4.pdf |
|
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