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This page relates to the National Mutual With Profit Fund

The National Mutual With Profit Fund was established on 31st December 2007 by the scheme that transferred the with profits business from NM Pensions Limited (Tomorrow^TM) to Windsor Life Assurance Company Limited. It primarily contains the business originally written by National Mutual Life Assurance Society which was held in the National Mutual Fund.

With-Profits Fund Asset Mix Summary

The investments of all with-profits investors in the National Mutual With-Profit Fund are pooled into a fund comprising of fixed interest securities, property and equities (UK shares and non-UK shares).

The pie chart above shows the asset mix for the National Mutual With Profit fund as at 30 September 2007.

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• More information:

• Principles and practices of financial management (PPFM)
• Consumer friendly PPFM
• Annual board report to policyholders
• Current With-Profits policy bonus rates
• With-Profits fund asset mix
• Market value reductions (MVRs)