All references to taxation are to UK taxation and cash back bonus chase freedom are based on Shepherds Friendly Society's understanding of current legislation and evenue and Customs practice which may change in the future.
Our With-Profits Fund managers aim to secure the highest total return for the Fund over the long-term (after any tax and expenses) while maintaining an acceptable level of risk and protection for planholders.
We cant guarantee bonuses and we can change the rate of the regular bonus at any time.Positive votes: 0, negative votes: 2, have you had bad experience with?When you take out an investment product with us your capital is at risk and you may get back less than you have put.Notice: Undefined index: http_user_agent in on line 243 Notice: Undefined index: http_user_agent in on line.For our With Profits plans investment growth is by means of bonuses, the amount of which cannot be guaranteed throughout the term of the contract.Skip to main content, you are here: With Profits Funds, bonus declaration overview.The Prudential With-Profits Fund is managed by Prudential Portfolio Management Group Ltd (ppmg) and is designed to spread investment risk by investing in a range of different assets.Over the past 10 years, assets invested for customers in Legal Generals With Profits Fund have delivered a return.3 per annum before tax.Our bonus process aims to give each planholder a return which reflects the earnings on the underlying investments over the period of their investment, whilst smoothing some of the extreme highs and lows of short-term investment performance.Is safe or is it scam?
Please remember that the value of investments can go down as well as up, your client may not get back what they have paid.
This return is before we have taken off investment expenses, tax and any policy charges.
Important information, the value of investments may fall as well as rise and investors may get back less than they invested.This demonstrates the benefits for our existing customers of investing in a fund with a broad range of assets.Annual bonus declaration, on Thursday 15 February 2018, we announced bonus rates for all our with profits plans for 2017, after delivering a return.1 on the assets we hold for with profits policyholders.Back to the top of the page.Past performance is not a guide to future performance.It also means that our with profits customers have continued to see steady growth on their investments over the long-term, in excess of inflation.Commenting on our 2017 with profits performance Jackie Noakes, Managing Director Savings, Legal General Assurance Society said: Our with profits customers will benefit from another year of good investment returns for 2017.1.Shepherds Friendly is rated.70 stars by based on 1166 merchant reviews.Disclaimer, this website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.
Aviva is a leading provider in the UK of savings and investment products including cash isas, stocks and shares isa, onshore and offshore bonds.
With profits bonus declaration - 2014 bonus declaration overview.