With Profits Funds Information
A comprehensive guide to LV= with profits fund management and performance reports.
Principles and Practices of Financial Management (PPFM)
Every company that offers with-profits investments has to document the principles and practices (the beliefs and behaviours) they use to manage these investments. Below you can download our Principles and Practices of Financial Management (PPFM) documents.
PPFMs are technical documents but customer friendly versions are available. These are called 'Your guide to how we manage our with-profits fund' and can be viewed here.
Summary of Changes to PPFM documents
- LVFS PPFM Summary of Changes (67KB)
- LVFS PPFM FGB Summary of Changes (30KB)
Annual PPFM compliance reports
- Annual report for 2012 from the Board of LVFS (48KB)
- Annual report for 2011 from the Board of LVFS (30KB)
- Annual report for 2010 from the Board of LVFS (47KB)
- Annual report for 2009 from the Board of LVFS (30KB)
- Annual report for 2008 from the Board of LVFS (30KB)
- Annual report for 2007 from the Board of LVFS (30KB)
RNPFN
If you took out a with-profits policy through RNPFN (a policy which was underwritten by RNPFN, before they were acquired by Liverpool Victoria Life Company Limited), you will require the RNPFN version of the PPFM.
You can also phone
If in doubt, please refer to your policy documents, or you can contact us on:
0845 850 0073
Textphone: 18001 0845 850 0073
We may record and / or monitor calls for training and audit purposes.
Invest in a stock market related product with the ability to switch between 'ready made' fund options.
Save for your future the simple and flexible way with our Flexible Savings Plan.
Compare the features of our life insurance products to help you choose which one is right for you.
Looking for a retirement plan that suits you? Follow this link to see what options are available through LV=.
LV=, County Gates, Bournemouth, BH1 2NF, UK
