Technical Information

This page contains documents giving more detail about the proposed transfers of certain insurance businesses of Scottish Provident Limited and Scottish Mutual Assurance Limited to Phoenix Life Limited, including the press notice relating to the transfers, the main scheme documents which set out the terms of the transfers and the actuarial reports.

Click on a document title below to download the document. If you are unable to access any of the documents linked below, please contact us.

You will require a copy of Adobe Acrobat reader in order to view these files click here to download a copy.

If you would like this information in large print, in Braille or on cassette or CD, please call our Helpline number.

All documents are correct as of 8 August 2008.

Press/Legal Notice (99kb)

Relevant to the transfers of Scottish Mutual Assurance Limited and Scottish Provident Limited business to Phoenix Life Limited.

Phoenix Scheme Document (519kb)

Claim Form (Phoenix Scheme) (1827kb)

Actuarial Report for Phoenix Life Limited (2384kb)

Actuarial Report for Scottish Mutual Assurance Limited (3611kb)

Actuarial Report for Scottish Provident Limited (4802kb)

Supplementary Actuarial Report for Phoenix Life Limited (1058kb)

Supplementary Actuarial Report for Scottish Mutual Assurance Limited (1091kb)

Supplementary Actuarial Report for Scottish Provident Limited (1086kb)

A more comprehensive draft document, that describes how we will manage the Phoenix Life Limited with profits funds, called the 'Principles and Practices of Financial Management' (PPFM), is also made available below along with extracts in relation to the Phoenix Life Limited 90% With-Profits Fund and Scottish Mutual With-Profits Fund and the SPI With-Profits Fund. These documents explain how the with profits funds of Phoenix Life Limited will be managed. These drafts are current as of 8 August 2008 but are subject to change up until 29 December 2008 and will come into effect from 30 December 2008 should the High Court approve the transfers.

(Draft) version of the Phoenix Life Limited Principles and Practices of Financial Management
(all with profit funds) (1230kb)

(Draft) version of the Phoenix Life Limited Principles and Practices of Financial Management
(90% With-Profits Fund only) (377kb)

(Draft) version of the Phoenix Life Limited Principles and Practices of Financial Management
(Scottish Mutual With-Profits Fund and SPI With-Profits Fund only) (494kb)

Guides to how we manage the with profits funds

Link to the draft guides

These documents are the draft guides to how we will manage the existing Phoenix Life Limited 90% With-Profits Fund and the new with profits funds for the different groups of Scottish Mutual and Scottish Provident with profits policyholders transferring to Phoenix Life Limited. These drafts are current as of 8 August 2008 but are subject to change and will come into effect from 30 December 2008 should the High Court approve the transfer.