Important documents for With-Profits customers​

Scottish Friendly and OneFamily are proposing to merge to create a single member-owned mutual, operating under the group name of OneFamily from early 2027, which means the transfer of your policy and we wanted to share with you more details on the transfer.​

The merger aims to provide strategic growth and long-term benefits for members. ​

We’ve set out below some milestones and documents that you may find helpful.​

Key milestones​

• Report by an independent actuary​ reviewing the merger

• Approval by vote of OneFamily’s members and Scottish Friendly’s delegate members at a Special General Meeting​

• Approval by the relevant regulators​

• Completion of the legal process for a transfer to take place​