Every company that offers with-profits investments has to document the principles and practices (the beliefs and behaviours) they use to manage these investments.
The PPFM is a technical document but customer friendly versions are available. These are called 'Your guide to how we manage our with-profits business' and links to the relevant versions are below.
Download our Principles and Practices of Financial Management (PPFM)
- Fixed Term Annuity
- Equity Release
- Supporting You
- Supporting Your Client
- Document Library