Customer Communication Assets

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 OverviewLink
With Profits LetterProvides an overview of the merger and what will happen to the With-profits fund thy are currently invested in.[Insert URL]
With Profits Letter AppendixProvides overview of the WP policies the customer hold(s) with Scottish Friendly and the impact of the proposed merger on future payments for either contractual or non-contractual premium types. Section xx[LB4.1] provides an explanation of what Contractual and Non Contractual premium policies mean. Please see full list of the policy types and the impact on future payments table in section xxx[Insert URL]
With Profits Brochure Q&AsProvides an overview of what the changes means for customers impacted by the With-Profits fund and questions and answers. Who qualifies for a share of the value form the SFAS sub-fund. Details of the New SFAS sub-fund. Timeline and next steps and how to raise a concern about the proposed merger.[Insert URL]
PPFM Leaflet (Principles and Practices of Financial Management)Provides With-Profits customers with an explanation of how we manage our With-Profits business and provide details of how the With-Profits fund will be managed after the merger.[Insert URL]
Channel Islands bookletThis booklet is specific to Guernsey and Jersey and Guernsey customers. Provides details of how we will ask the  Royal Court of Jersey and the Royal Court of Guernsey to approve for the transfer of this business to Family Assurance. Provides details of the court process and summary of the transfer. Summary of the Independent Actuary’s Report. Key dates for customer awareness[Insert URL]