We announced our with-profits bonus review on Thursday 1 February - the key messages are:

  • Regular bonus rates have increased or remain unchanged from last year 
  • Recent investment returns have been positive for all classes of with-profits business meaning most customers plan values will have increased since our last review in August 2023
  • Customers continue to benefit from smoothing and the guarantees that apply under their plans 
  • For eligible plans, we are also topping up plan values by around 6.2% from the inherited estate 

Further details can be found in the With Profits documents in our Literature section.




The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.