FOR ADVISERS ONLY

Scottish Life Fund bonus report for 2018

28 May 2019
Relevant planholders will be sent their statement packs in June 2019.

Every year we issue The Scottish Life Fund annual bonus report to our customers who own certain conventional with profits plans in this fund.

Customer mailing pack

Key Points

  • The investments backing with profits plans in the Scottish Life fund returned -1.4% during 2018.
  • Due to the success of the GAR scheme, we are enhancing asset shares for the first time since 2011. We are also targeting pay-outs at more than 100% of asset share.  Together these mean pay-outs are set to increase in 2019 by 5%-10% from 2018 levels.
  • Regular bonus rates were maintained at 0.1%

How can I find out more?

Supporting information is available for planholders on our customer website.

Last updated: 04 Jun 2019

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.