Special
Bonus
How much are the special bonuses worth?
The amount of the special bonus depends on how much money was invested in the fund on the qualification dates. Although we haven't finalised all the calculations yet, we estimate that the first special bonus will be worth around 3.6% of the value of a customer's investment in the fund. For example, if the value of your investment in the funds on 1 January 2008 was £10,000, we estimate that we'll add a special bonus worth £360 to your policy.
The second and third special bonuses will be a similar percentage value.
