How can a Planholder find out how much their Plan is growing?
The Planholder will receive an annual statement from Life Trust just after their birthday, showing the current fund value of the Plan, the amount of Birthday Units allocated and an up-to-date income projection based on the current value of their fund. Financial Advisers can also access up-to-date Plan valuations from our website at any time.
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- How can a Planholder find out how much their Plan is growing?
