History of the Principles and Practices of Financial Management.

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2020

June 2020

Board Report on Compliance
The Board of Directors reported to policyholders on compliance with the PPFM for 2019.

April 2020

We published an update of the bonus factsheet (incorporating the PPFM Data Annex), replacing the April 2019 document.

January

Principles and Practices of Financial Management (PPFM)
We published a revised version of the PPFM.

Notification of Changes to our Principles and Practices of Financial Management 2020
We published a document which explains the changes we made to the PPFM as at 28 January 2020.

2019

2018

October 2018

Principles and Practices of Financial Management (PPFM)
We published a revised version of the PPFM.

Notification of Changes to our Principles and Practices of Financial Management 2018
We published a document which explains the changes we made to the PPFM as at 5 October 2018.

June 2018

Board Report on Compliance
The Board of Directors reported to policyholders on compliance with the PPFM for 2017.

April 2018

We published an update of the bonus factsheet (incorporating the PPFM Data Annex), replacing the April 2017 document.

2017

June 2017

Principles and Practices of Financial Management (PPFM)
We published a revised version of the PPFM.

Notification of Changes to our Principles and Practices of Financial Management 2017
We published a document which explains the changes we made to the PPFM as at 21 June 2017.

Board Report on Compliance
The Board of Directors reported to policyholders on compliance with the PPFM for 2016.

April 2017

We published an update of the bonus factsheet (incorporating the PPFM Data Annex), replacing the April 2016 document.

2016

2015

30 June 2015

Board Report on Compliance
The Board of Directors reported to policyholders on compliance with the Principles and Practices of Financial Management (PPFM) for 2014.

May 2015

Notification of Changes to our Principles and Practices of Financial Management 2015
We published a document which explains the changes we made to the PPFM as at 19 February 2015.

April 2015

We published an update of the bonus factsheet (incorporating the PPFM Data Annex), replacing the April 2014 document.

19 February 2015

Principles and Practices of Financial Management (PPFM)
We published a revised version of the PPFM.

2014

2013

August 2013

Notification of Changes to our Principles and Practices of Financial Management 2013
We published a document which explains the changes we made to the Principles and Practices of Financial Management (PPFM) as at 31 July 2013.

31 July 2013

Principles and Practices of Financial Management (PPFM)
We published a revised version of the PPFM.

30 June 2013

Board Report on Compliance
The Board of Directors reported to policyholders on compliance with the PPFM for 2012.

May 2013

We published an update of the bonus factsheet (incorporating the PPFM Data Annex), replacing the May 2012 document.

2012

30 June 2012

Principles and Practices of Financial Management (PPFM)
We published a revised version of the PPFM.

Notification of Changes to our Principles and Practices of Financial Management 2012
We published a document which explains the changes we made to the PPFM.

Board Report on Compliance
The Board of Directors reported to policyholders on compliance with the PPFM for 2011.

Terms of Reference of the Independent Person of the With Profits Business
The FSA’s Policy Statement 12/4 “Protecting With Profits Policyholders” requires firms to appoint a with profits committee or an advisory arrangement to provide independent governance of how a firm operates it’s with profits fund.

We have chosen to appoint an independent person and, to comply with section 20.5 of the COBS, we published the terms of reference for this appointment. These explain the roles and responsibilities of both the independent person and Legal & General in fulfilling this arrangement.

16 May 2012

We published an update of the bonus factsheet (incorporating the PPFM Data Annex), replacing the 16 May 2011 document.

History of the Principles and Practices of Financial Management.

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2020

2019

2018

2017

2016

2015

2014

2013

2012

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