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Existing customers

Principles and practices of
financial management

This page will allow you to obtain a copy of the Principles and Practices of Financial Management (PPFM) document for each of Norwich Union's With-Profit Funds. It will also allow you to obtain copies of the Customer Friendly Principles and Practices of Financial Management (CFPPFM) for both Norwich Union's With-Profits Funds and Unit Linked Funds. You can access the documents either by the type of policy or go directly to a With-Profit Fund or the Unit Linked Funds.

Each financial year we are required to produce documents confirming that we have complied with all of the statements and practices made within our With-Profits PPFM. We have produced a report from the Board of Directors and from the With-Profits Actuary. In addition we have also produced a document that highlights any changes that we have made to our With-Profits PPFM. Copies of these documents are available under each fund heading.

For new and existing With-Profit customers the Customer Friendly versions of the PPFM can be found on our With-Profit webpage.

To go directly to the unit linked funds

To go directly to the With-Profit Funds

If you are unsure of the fund in which your policy invests, then you can find the document by policy type by choosing from this list:

To find the document by the policy type


To find the document by fund

Unit Linked

With Profits

CGNU Life Assurance Limited

  • Norwich Union branded policies purchased since October 2000
  • CGU branded policies
  • Commercial Union branded policies
  • General Accident branded policies
  • General Life Assurance branded policies
  • Scottish Insurance Corporation branded policies
  • Yorkshire Insurance Company branded policies
  • Yorkshire-General branded policies

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CGNU Life Assurance Limited (Stakeholder Pension)

Norwich Union Stakeholder Pension policies

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PPFM for Commercial Union Life Assurance Company Limited

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PPFM for Norwich Union International Limited

Norwich Union International Bonds

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PPFM for Norwich Union Life & Pensions Limited

  • Norwich Union Isle of Man Pension policies
  • Norwich Union With Profit Annuities
  • Scottish Union & National branded policies

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PPFM for Norwich Union Life (RBS) Limited

  • NatWest With-Profit Bond provided by Norwich Union
  • RBS With-Profit Bond provided by Norwich Union

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PPFM for Provident Mutual Fund

Provident Mutual branded policies,

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WC06003 05/2008

Useful information

To view our Principles and Practices of Financial Management documents, you will need Adobe Acrobat installed on your system, which is free to download from the Adobe website if you do not already have it. Next to each document below we have indicated the size of the PDF file in kilobytes and megabytes. Please note that larger files will take longer to download.

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