Partnerships That Mean Business

For over 140 years, Scottish Friendly Assurance has built a reputation of trust and value by offering quality financial products.

Over the past decade we have continuously advanced by developing savings and investment products for promotion through our highly successful direct marketing operation. Our success is based on:

Excellent fund management - our With Profits fund has consistently achieved a Top Ten rating in Money Management magazine's review of with profits performance for its return over 10 years*
Low cost administration - we have one of the lowest administration costs per policy in the industry, with a record of excellent service based on a state-of-the-art IT platform
Quality products - linked with excellent fund management and annual distribution of more than sixty million items, our instantly recognisable brand name means our products are well-known and trusted throughout the UK

As one of the UK's largest mutual organisations, we can support partnerships by offering both our marketing experience and our back-office administration. So if you are planning to offer your customers savings and investment products from third party providers, introduce new products or require low cost, low risk administration support, you should talk to Scottish Friendly.

Scottish Friendly's current product portfolio includes;

Tax-Free Friendly Savings Plans for adults and children
Investment Bonds
Over 50s Protection Plan
Stakeholder Child Trust Fund
Child Bonds
ISAs

Each with the backing of our operations which support white label, co-branding and on-line applications.

The Scottish Friendly Child Trust Fund is a Stakeholder Account that invests in our Managed Growth Fund OEIC.

Past performance is not a guide to future performance. The value of shares and the income from them can go down as well as up and the original investment is not guaranteed.

To find out more, phone Neil Lovatt on 0141 275 5004 or email
neil.lovatt@scottishfriendly.co.uk

^{* Source: Money Management magazine, survey of with profits performance 1997-2007, November 2007.}