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Annuity Transfer to Canada Life

Did you write to policyholders about the transfer?
Yes. We wrote to transferring annuitants on 3 March 2015 when we announced the deal with Canada Life. We also wrote to all policyholders on 26 October 2015 to inform them about how the transfer happens and what they should do if they think they may be adversely affected by the transfer. Copies of these letters are published on our website. 

I am a trustee of a group scheme.  Did you also write to trustees about the transfer?
Yes. We wrote to trustees on 3 March 2015 when we announced the deal with Canada Life. We also wrote to trustees on 26 October 2015 to inform them about how the transfer happens and what they should do if they think they or their members may be adversely affected by the transfer. Copies of these letters are published on our website.

Where can I find the “Guide to the transfer” referred to in the letters?
We have published “A guide to the transfer” which explains the key facts and gives you more information. We have also produced “A trustee guide to the transfer”. 

Where can I find the Independent Expert’s reports?
We have published the Independent Expert’s Full Report and The Summary of the Scheme and of the Independent Expert’s Report.  We have also included the Independent Expert’s conclusions in the “Guide to the transfer”.

Where can I find a copy of the UK Scheme documents?
We have published The UK Scheme and The Summary of the Scheme and of the Independent Experts Report here.

Are there different Scheme documents for Jersey and Guernsey?
Yes. The transfer of policies which were carried on in or from within Jersey and Guernsey, or held by peoples resident in Jersey or Guernsey are subject to approval by the Royal Courts in these islands.

Where can I find copies of the Guernsey and Jersey Schemes?
We have published copies of The Guernsey Scheme and The Jersey Scheme here.

Where can I find copies of the legal notices?
We published a legal notice in UK newspapers and gazettes, as well as, in Ireland and Spain. We also published translated notices in Germany

Where can I find the Equitable Life actuarial report about the proposed transfer referred to in the guide?
We have published the “Report by the Head of Acturial function at Equitable Life into the proposed transfer of annuities to Canada Life” here.

Where can I find the With-Profits Actuary’s report about the proposed transfer referred to in the guide?
We have published the “Equitable Life’s With-Profit Actuary’s report into the proposed transfer of annuities to Canada Life” here.

Where can I find further information about the transfer?
The “Guide to the transfer” covers the key facts and includes Questions and Answers.  If you have any questions, please contact us on:
• By phone: from UK 0330 159 1530             
                  from overseas +44 [0] 1296 386242
• By email: AnnuityTransferEnquiries@Equitable.co.uk
• By letter: The Equitable Life, Walton Street, Aylesbury HP21 7QW