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Managing With-Profits Funds

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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.

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

 

2018 Annual Report

Forester Life With Profit Fund’s Annual Report

 

 2018 With Profits Actuary’s Report on the Forester Life With Profit Fund

With Profits Actuary’s Annual Report 

 

As part of our commitment to keeping you informed we will send you an update about the fund with your yearly bonus statement.

 

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.

 

 2018 Annual Report

Communication Workers With-Profits Fund's Annual Report

 

2018 With-Profits Actuary’s Report on the Communication Workers With-Profits Fund

With Profits Actuary's Annual Report

 

As part of our commitment to keeping you informed we will send you an update about the fund with your yearly bonus statement. 

We have also produced a document setting out how we distribute bonuses.

 

 

Deferred Pension Fund

Deferred Pensions Fund - Principles and Practices of Financial Management (PPFM)  

This will show you how we manage the Deferred Pensions Fund

 

Tunbridge Wells With-Profit Fund

It is important for Planholders to have information about how the Tunbridge Wells TW Fund works. 

You can find information about how we manage the TW Fund in the Principles and Practices of Financial Management (PPFM) document below. 

We also produce annual reports on how we have managed the Fund. The latest reports can be found below.

TW Fund Principles and Practices of Financial Management

2018 Annual Report for the TW Fund

2018 With-Profits Actuary’s Report for the TW Fund

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