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Customer reviews and reinvestment opportunities

You and your clients may be considering the future options for with profits investments.

Reviews will show that some clients should consider alternative investments, but, for many, their current with profits plan will continue to be a suitable investment. For clients who need alternative investments to with profits, we have developed a range of investment solutions to provide you with choice and the flexibility to meet the needs of each client's individual circumstances and investment goals.

For more information on the investment options, please refer to the sales aids below:

With Profits reinvestment into International Bonds with enhanced allocation rates (PDF, 40kb)

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Surrender and reinvestment instruction from a With Profits Bond to a Capital Investment Bond (PDF, 80kb)

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