Bonus declaration overview

Annual bonus declaration

On Thursday 15 February 2018, we announced bonus rates for all our with profits plans for 2017, after delivering a return of 8.1% 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 6.3% per annum before tax. Past performance is not a guide to future performance.

Commenting on our 2017 with profits performance Jackie Noakes, Managing Director Savings, Legal & General Assurance Society said:

“Our with profits customers will benefit from another year of good investment returns for 2017 of 8.1%. This demonstrates the benefits for our existing customers of investing in a fund with a broad range of assets. It also means that our with profits customers have continued to see steady growth on their investments over the long-term, in excess of inflation.”

Important information

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