Managing With-Profits Funds

Happy couple in the kitchen who have a With-Profits Plan

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

 

2019 Annual Report

Forester Life With Profit Fund’s Annual Report

 

 2019 With Profits Actuary’s Report on the Forester Life With Profit 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 With Profit Fund

 

Forester Life With Profit Fund – May 2021 Principles and Practices of Financial Management with changes marked

This document is marked with the changes to the Principles and Practices of Financial Management that will apply from 1 May 2021

 

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.

 

 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

 
Save for your child's future Find out more about our Junior ISA