We announced our with-profits bonus review on Thursday 31 July - the key messages are:

  • 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 January 2025
  • Regular bonus rates were not part of this review and are therefore unchanged from the rates we announced in January
  • 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 up to 8.8% 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.