| What type of plan does the client hold? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| What was the start date? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| Can you send me any illustrations or projections for a client's pension account? |
Your client can provide you with a copy of their annual benefit statement, we cannot provide you with this information. |
| What was the initial amount invested? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| How do I find details of any subsequent lump sums invested? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| Where can I find details of any regular contributions? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| What is the current valuation? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| What is the date of the valuation? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| Have there been any withdrawals from the investment? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| If yes, what withdrawals have there been? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| In which funds is the plan invested? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| Where can I see a full transaction history? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| How can I see the current plan holders? |
This will be shown on the statement and valuation we have sent to you under separate cover |
| What is the death benefit if different to the current value? |
This will be the same as the current value |
| What is the surrender value? |
This will be the same as the current value |
| Is there a future guaranteed value? |
No this is not applicable to any of our products |
| Is there a guaranteed With Profits bonus rate? |
No this is not applicable to any of our products |
| Is there a potential for future bonuses? |
No this is not applicable to any of our products |
| Are there any encashment penalties? |
No this is not applicable to any of our products |
| Is there a market value adjustment? |
No this is not applicable to any of our products |
| Is there a loyalty bonus payable under the contract? |
No this is not applicable to any of our products |
| Is there a guaranteed growth rate? |
No this is not applicable to any of our products |
| What is the remaining term of the policy? |
No this is not applicable to any of our products |
| Does the policy allow lives assured to change? |
No this is not applicable to any of our products |
| Are there any exit penalties? |
No this is not applicable to any of our products |
| Have there been any chargeable events? |
No this is not applicable to any of our products |
