If you would like more information on our with-profits funds then please follow the links.
All firms that carry out with-profits business are required to publish a Principles and Practices of Financial Management (PPFM) which explains how the with-profits fund is managed. This is a detailed document intended to assist knowledgeable observers. We have published an a explanation of the recent changes to the PPFM.
We also publish a customer friendly version of the PPFM which explains, as simply as we can, how with-profits work. This is "A guide to how we manage the with-profits fund".
Every year, we publish a report which covers the management of the with-profits fund. This is the Annual Report for with-profits policyholders.
We also publish A guide to the Equitable investment funds which provides information about the funds and their features, including the with-profits and the unit linked funds.