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Information on with-profits
Investing in with-profits is not available on new policies.
Some existing unit linked policies may have the option to invest in With Profits through top ups or switches. See the with-profits section on standardlife.ie for more information.
With-profits documents and podcast
With-Profits Operating Principles
This document sets out our With-Profits Operating Principles. These are the principles by which we manage our Heritage With-Profits Fund and the business in it.
Annual Report on Heritage With-Profits Fund
This report relates to 2020, but we understand that you may have concerns about the current impact of the Covid-19 pandemic. There have been no changes to our principles for the management of our Heritage With-Profits Fund. Any guarantees associated with your policy are unaffected by the pandemic. For more information on our pandemic response, visit our dedicated COVID-19 page.
This is the most recent quarterly with-profits investment report. It sets out the mix of assets for different categories of with profits business and the investment returns on these assets.
This is the most recent adviser briefing for with-profits bonus update.
Hear about some potentially valuable guarantees your with-profits customers can benefit from.