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We announced our with-profits bonus review on Thursday 1 August - the key messages are:
- Recent investment returns have been positive for all classes of with-profits business meaning most customers plan values will have increased since our last review in February 2024
- Regular bonus rates were not part of this review and are therefore unchanged from the rates we announced in February
- Customers continue to benefit from smoothing and the guarantees that apply under their plans
- For eligible plans, we are also topping up plan values by up to 6.7% from the inherited estate
Further details can be found in the With Profits documents in our Literature section.