Life Policies, Investments

If the policy you’re entering is not investment linked then either leave the “Investment” drop-down field empty or select “None”.

However many pension and savings type of policies may be linked to investment funds. If so, use the “Investment” drop-down at the bottom left of the screen to select the basic type of investment (e.g. “Unit-linked”), as shown below.

If you select any “Investment” option other than “None” then you’ll find the next screen that appears will ask for some investment details, as shown below.