Managing With-Profits Funds

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.

 2019 Annual Report

Communication Workers With-Profits Fund's Annual Report

2019 With-Profits Actuary’s Report on the Communication Workers With-Profits Fund

With Profits Actuary's Annual Report

2020 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. 

Deferred Pensions Fund

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

This will show you how we manage the Deferred Pensions Fund

2019 Annual Report

Deferred Pensions Fund’s Annual Report

 2019 With Profits Actuary’s Report for the Deferred Pensions Fund

With Profits Actuary’s Annual Report 

2020 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

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

2019 Annual Report for the TW Fund

Tunbridge Wells With Profit Fund’s Annual Report

2019 With-Profits Actuary’s Report for the TW Fund

With Profits Actuary's Annual Report

2020 Terms of Reference for the Tunbridge Wells Fund Advisory Panel

This shows the terms of reference for the Tunbridge Wells Fund Advisory Panel, in relation to the management of the Tunbridge Wells With-Profit Fund