Hi, I would like to support this request. There can be a difference between the fund value and surrender value especially if the Investment Bond or legacy pension plan invests in the providers With Profits fund. Some providers should be able to include SV’s with their bulk valuations. Thanks, Clive
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Clive Thompson
Jun 2, 2025
Hi, I would like to support this request. There can be a difference between the fund value and surrender value especially if the Investment Bond or legacy pension plan invests in the providers With Profits fund. Some providers should be able to include SV’s with their bulk valuations. Thanks, Clive