Adviser > Investment for Advisers > With Profits > The Scottish Life Fund Annual Update 2008
The Scottish Life Fund Annual Update 2008
The Scottish Life bonus mailing will be sent out to relevant policyholders from the beginning of June 2009.
Key Points
- During 2008 the investments backing with profits policies in The Scottish Life Fund returned -4.6% before tax
- Regular bonus rates reduced to 0.1%
- Demutualisation enhancement 0.75% pa on investment returns prior to 2008, 0.5% for 2008 and currently 0% pa pending further review in mid 2009
- Continued investment uncertainty in 2009.
In each pack we've included an annual update booklet which includes the recent performance of The Scottish Life Fund and the outlook for investments in 2009. We've also included a frequently asked questions leaflet.
Below is a sample mailing pack for a client with a
Further supporting information is available for policyholders on our consumer site.
For professional advisers only
