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Customer mailings - what's included?

Where a customer has a conventional with profits plan or their plan is a mix of with profits and unit-linked savings their plan statement will be issued as part of our annual mailing. Our annual mailing of plan statements to customers starts at the end of February.

Where customers have a unitised policy, their statement will be issued on the plan anniversary date. Where customers have more than one plan, all statements will be issued on the anniversary date of the oldest plan.




Mailing contents


Sample covering letter (PDF, 52KB)

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Conventional with profits plan sample statement (PDF, 73KB)

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Unitised Homeplan sample statement (PDF, 72KB)

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Growth Rates in Life Illustrations Flyer (Capital Investment Bond/Distribution Bond only) (PDF, 28KB)

Code: GEN339A
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FSA Factsheet: Your endowment mortgage - have you acted yet? (PDF, 33KB)

Code: CRED52AM
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FSA Factsheet: Making a complaint (PDF, 421KB)

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