2023 ANNUAL REVERSIONARY BONUSES

The annual bonuses for our advised and legacy policies have been added to our With-profits investments as at 31 December 2023.

They are now “locked in” and cannot be changed and are net of charges; the bonus rate published is what your client actually receives.

For 2023 we've been able to over £2.7 million in bonuses to members' policies.

Bonus rates for tax exempt and standard savings plans are applied to the sum assured and not the invested amount so are not directly comparable with the other rates.