If you have any questions please call us on:
0333 323 5433
Monday to Friday8.30am-5.30pm
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Scottish Friendly Assurance welcomes members of Marine and General Mutual. Members of Marine and General Mutual voted in favour of a Transfer of Engagements to Scottish Friendly on 1 May 2015. The Scheme to transfer the business of Marine & General Mutual Society was approved in the High Court and the Transfer became effective on 1 June 2015.
The following documents relate to the transfer of the business of M&GM into Scottish Friendly.
If you have invested in any unit linked funds, the current price can be found in our fund prices section.
Scottish Friendly can offer Marine and General Mutual members who are resident in the UK a wide range of investment options via our range of tax-free ISAs and other investment plans.
The following document explains the Principles and Practices of Financial Management that Scottish Friendly apply in managing their With Profits funds for Marine & General Mutual members and in ensuring that customers are treated fairly. Consumer friendly versions of these documents are also available.
The following document is called the Consumer Friendly Principles and Practices of Financial Management (CFPPFM) and provides a summary of the contents of the PPFM.
Scottish Friendly's flexible My Prosperity (ISA) is an Investment ISA with a difference. It has a guarantee to get back at least what you have paid in after 10 years (subject to terms) and is available to any UK resident aged 18 or over. If you cash in or take a withdrawal before or after the 10th anniversary, you may get back less than you have paid in. Tax treatment depends on individual circumstances and tax law may change in the future.
No advice has been provided by Scottish Friendly in relation to any of their products. If you are in any doubt as to whether a product is suitable for you, you should contact a financial adviser for advice. If you do not have a financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk. Advisers may charge for providing such advice and should confirm any cost beforehand.
Scottish Friendly is not responsible for the accuracy of the information displayed on externally linked third party websites. The Scottish Friendly Group of Companies consists of the following companies: Scottish Friendly Assurance Society Limited – Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Member of AFM, Member of ABI: Life, Savings and Investments. Scottish Friendly Asset Managers Limited – Authorised and regulated by the Financial Conduct Authority. Member of The Investment Association. Registered in Scotland No 187215: OEIC Managers, ISA Managers. Scottish Friendly Insurance Services Limited – Authorised and regulated by the Financial Conduct Authority. Registered in Scotland No 113007. SFIS (Nominees) Limited - Registered in Scotland No 397351. Head office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ.