Marine & General Mutual members
Scottish Friendly welcomes Marine and General Mutual members
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.
- Read the M&GM Post Transfer Notice
- Read the M&GM Member Welcome Leaflet
The following documents relate to the transfer of the business of M&GM into Scottish Friendly.
- Actuarial Function Holder Report and supplementary report
- Scottish Friendly Assurance With-Profits Actuary Report on the proposed transfer
- The Independent Expert Report on the Proposed Transfer and supplementary report
- Scottish Friendly Special Resolution - Explanatory Note
- Safe Haven Scheme
- Policyholder information
If you have invested in any unit linked funds, the current price can be found in our fund prices section.
About Scottish Friendly
Scottish Friendly is Scotland's leading friendly society and you can find out more about us in our About us section.
Flexible Income Annuity (FIA)
Fact sheets
Product Literature
- Flexible income annuity Key Features
- Flexible income annuity Policy Document
- Flexible income annuity Fund Factsheet
Forms
Help documents
- Annuity Death Benefit
- Death Benefit Questionnaire Form
- Request for settlement of a claim
- Guarantee Period Option Form
Useful links
Useful forms for other products
- Maturity form
- Surrender claims - lost policy declaration
- Maturity / death claim - lost policy declaration
Principles and Practices of Financial Management
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 PPFM for ex Marine & General Mutual policies relates to with-profits business transferred from Marine & General Mutual.
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.
- The CFPPFM for ex Marine & General Mutual policies relates to with-profits business transferred from Marine & General Mutual.