Bonus declaration overview

Annual bonus declaration

On Thursday 21 February 2019, we announced bonus rates for all our with profits plans for 2018, after delivering a return of -3.3% on the assets we hold for with profits policyholders. This return is before we have taken off investment expenses, tax and any policy charges. Over the past 10 years, assets invested for customers in Legal & General’s With Profits Fund have delivered a return of 8.0% per annum before tax. Past performance is not a guide to future performance.

Commenting on our 2018 with profits bonus declaration, Claire Singleton, CEO Mature Savings, Legal & General Assurance Society said;

“Over the long term our customers have seen strong growth on their investments. The bonuses we are declaring today show how customers in with profits benefit from smoothing in challenging investment markets.”

Important information

The value of investments may fall as well as rise and investors may get back less than they invested.