member information

Life Policies

Principles and Practices of Financial Management (PPFM)
If you would like information on how the with-profits funds are managed, please click on the link below to download a copy of the Principles and Practices of Financial Management you require.

The Principles and Practices of Financial Management of the P.O.I.S Fund.

A guide to how we manage our P.O.I.S with-profits Fund.

How We Manage Our Unit-Linked Funds
If you would like information on how our unit-linked funds are managed, please click on the link below to download a copy of our document 'How We Manage Our Unit-Linked Funds'.

How We Manage Our Unit-Linked Funds.

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Member Relations Committee of Management Sub-Committees Terms of Reference Annual General Meeting (AGM) Report & Accounts Rules of the Society Life Policies Unit Trusts Complaints Handling Procedures