The below provides information for our Forester Life With Profit Fund, our Communication Workers With-Profit Fund, Deferred Pension Funds and products that were originally held with The Tunbridge Wells Equitable Friendly Society.
We no longer offer any of the following Plans for new investments. However existing customers can find details below.
Forester Life With Profit Fund
Forester Life With Profit Fund - Principles and Practices of Financial Management (PPFM)
This will show you how we manage the Forester Life With Profit Fund
Forester Life With Profit Fund’s Annual Report
2021 With Profits Actuary’s Report on the Forester Life With Profit Fund
With Profits Actuary’s Annual Report
Terms of Reference for the Forester Life Funds Advisory Panel
This shows the terms of reference for the Forester Life Funds Advisory Panel, in relation to the management of the Forester Life With Profit Fund
As part of our commitment to keeping you informed we will send you an update about the fund with your yearly bonus statement.
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Communication Workers With-Profit Fund Communication Workers With-Profits Fund - Principles and Practices of Financial Management (PPFM) This will show you how we manage the Communication Workers With-Profits Fund.
Communication Workers With-Profits Fund's Annual Report
2021 With-Profits Actuary’s Report on the Communication Workers With-Profits Fund With Profits Actuary's Annual Report
Terms of Reference for the Forester Life Funds Advisory Panel This shows the terms of reference for the Forester Life Funds Advisory Panel, in relation to the management of the Forester Life Communication Workers With-Profit Fund
As part of our commitment to keeping you informed we will send you an update about the fund with your yearly bonus statement.
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Deferred Pensions Fund Deferred Pensions Fund - Principles and Practices of Financial Management (PPFM) This will show you how we manage the Deferred Pensions Fund
Deferred Pensions Fund’s Annual Report
2021 With Profits Actuary’s Report for the Deferred Pensions Fund With Profits Actuary’s Annual Report
Terms of Reference for the Forester Life Funds Advisory Panel This shows the terms of reference for the Forester Life Funds Advisory Panel, in relation to the management of the Forester Life Deferred Pensions Fund
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Tunbridge Wells With-Profit Fund TW Fund Principles and Practices of Financial Management This will show you how we manage the Tunbridge Wells With Profit Fund
2021 Annual Report for the TW Fund Tunbridge Wells With Profit Fund’s Annual Report
2021 With-Profits Actuary’s Report for the TW Fund With Profits Actuary's Annual Report Terms of Reference for the Forester Life Funds Advisory Panel This shows the terms of reference for the Forester Life Funds Advisory Panel, in relation to the management of the Tunbridge Wells With-Profit Fund. We updated the terms of reference, effective from 1 April 2023, to reflect the transfer of the responsibilities and duties of the Tunbridge Wells Fund Advisory Panel to the Forester Life Funds Advisory Panel. These changes will not affect the way in which we manage your Plan.
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