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Guaranteed Pension Fund

The Guaranteed Pension Fund was closed to New Business on 15 October 2002. However, any client who was invested in this before this date may still have money invested in the Fund.

The links below may be of interest to any investor or financial adviser:

 Bonus rates
 Discount rates
 Asset allocation
 Questions and answers (January 2008)
 Principles and practices of Financial Management
 A guide to how we manage our with-profits fund
 Annual report (2006)
 Investor's guide
 Special Switching Service Instruction Form

Investors should be aware that the value of investments may fall as well as rise, although units in the Guaranteed Pension Fund have their value guaranteed at a pre-selected date.

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