Takeovers and acquisitions
Guidance on corporate transactions that may affect your policy.
If you require information about the funds you may be invested in, the latest fund prices, asset mixes or reports, you can find further information here.
You can find our latest fund prices and a fund calculator here, that lets you see an illustrative value for the funds you hold for the following products:
Unit Linked Life
Unit Linked Pension
Growth and Security Bond, Growth and Income Bond
ex-Scottish Legal Life
ex Lanmas
ex-Marine and General Mutual Assurance
With-profits
You can also find information about the asset mix and investment returns of our With-Profits fund, which has a guide to our main With-Profits fund, what a With-Profits fund is, how it works and our approach to managing it.
Flexible Income Annuity (FIA) Unit Linked Funds
There is also more information about the range of Unit Linked funds available to Flexible Income Annuity (FIA) customers which provides details of the various funds available and the level of risk from Defensive through to Flexible and a Money Market fund. The Funds are offered by Scottish Friendly but managed by Schroder Asset Management. You can find details of the funds and the fund objectives.
ISA and OEIC Investors
We have also provided details of our risk graded funds asset mix, fund charges and costs for our UK Growth Fund and Managed Growth fund, and the latest details of our Scottish Friendly fund prices for funds offered to contacts which we purchased from Canada Life.
You can also find fund further information on the ‘MorningStar’ website.
Of course you can. All you need to do is give us the plan number or plan reference on the statement when you call.
If you have any paperwork from the company your plan was with, it should hopefully mention a plan, plan number or scheme number. That would be a great starting point.
If you don’t have anything like that, don’t panic. We’ll be able to search for your plan using more general details like your name, address and date of birth.
Absolutely. If the company your plan was with is listed on this page, we should be able to trace it.
All you need to do is give us a call on on (UK) 0333 323 5433 or (Eire) 3531 800 816 736 and our colleagues will be happy to help.
We’re afraid so. But just because your plan isn’t with us, doesn’t mean all is lost.
To take your search further, there are other sources you can use that are ready and willing to help.
For pension plans
The MoneyHelper website can help you trace personal pension plans.
The Pension Tracing Service can also help you find your workplace pension plans.
At Scottish Friendly, we’ve bought and rebranded several businesses and books of business over the years. Therefore, you may hold a policy with us that was not bought with Scottish Friendly directly and may have been under one of the following companies listed on our takeovers and acquisitions page.