Important information and reports
This page contains information about our with-profits funds, including bonus updates, operating principles, quarterly and annual reporting, investment reporting and any benefits you might receive from the Inherited Estate of our Heritage With-Profits Fund.
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Bonus update
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With-Profits Operating Principles
The principles we use to manage our Heritage With-Profits Fund and business.
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Annual Report
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Investment report
The most recent quarterly with-profits investment report, setting out the mix of assets across different categories and the investment returns on these assets. -
Inherited Estate
Explaining how your payout might benefit from distributions being made from the Inherited Estate of the Heritage With-Profits Fund.
Useful links
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With-profits investments
General information about how with-profits investments work, including smoothing, guarantees and bonuses.
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With-Profits Committee
Our With-Profits Committee provides independent input to protect your interests. This page tells you how.
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With-profits useful guides
Information about Standard Life with-profits funds, including policy and guarantee information, fund descriptions and principles and practice of financial management.