Latest Updates

 

This page provides details of significant updates made to our website

Update

UpdateDateLink to update

The following documents have been added:

The Scheme Document 
The Transfer Document
The UK Scheme Order
The UK Transfer Order
The Guernsey Order
The Jersey Order
UK Court Judgment 

13 December 2019 

Proposal Page - Supporting Documents

Deadline for receiving subsidised investment advice has closed 13 December 2019 

Proposal Page  

Guernsey and Jersey High Court approvals added. 10 December 2019 

Proposal Page 

Property Fund update 09 December 2019

Home Page

Unit-linked Funds – Latest News

Details of the High Court Approval and next steps added 04 December 2019 

Home Page

Proposal Page

Capital Distribution Questions and Answers updated 04 December 2019 

With-profits Fund 

Update on High Court Hearing added 26 November 2019 

Home Page (removed 4 December 2019)

Details of the High Court Hearing time and courtroom added 21 November 2019 

Home Page (removed 26 November 2019) 

Final Supplementary Reports from the Policyholder Independent
Expert and Chief Actuary issued
15 November 2019 

Accompanying notes - Expert Supplementary Reports and Updates 

Transfer Independent Expert Supplementary Report issued 08 November 2019

Accompanying notes - Expert Supplementary Reports and Updates

Voting outcome and investment choice letters 06 November 2019 

Letter Library UK

International Policyholders 

Details of the Scheme and Change to the Articles vote results and next steps added 01 November 2019 

Proposal Page

On-line voting closed and link removed.  The last chance to vote will be at the Policyholders’ Meeting and EGM on 1 November 2019 30 October 2019

Home Page

Chief Actuary’s Supplementary Report issued 28 October 2019

Accompanying notes - Expert Supplementary Reports and Updates

With-Profit Actuary’s Supplementary Report issued 28 October 2019

Accompanying notes - Expert Supplementary Reports and Updates

Unit-linked Market Update 22 October 2019

Unit-linked funds Latest News

Transfer Independent Expert update issued 18 October 2019

Accompanying notes - Expert Supplementary Reports and Updates

Information for Group Trustees Chair’s Statement 14 October 2019

Chair Statement

Policyholder Independent Expert Supplementary report issued  11 October 2019 

Accompanying notes - Expert Supplementary Reports and Updates

Fund of Investment Trusts - Change of Investment Adviser  7 October 2019

Unit Linked Funds - Latest News 

Voting deadline and investment choice letter  7 October 2019

Letter Library UK

International Policyholders

Voting countdown 7 October 2019 Home Page
Minor technical changes to our Scheme 7 October 2019 Minor technical changes to our Scheme
Latest news – Additional FAQ’s included 27 September 2019 Latest news and FAQs - Proposal Page
Unit-linked policyholders - funds transferring to Utmost if Proposal goes ahead  27 September 2019

Letter Library UK

International Policyholders

Equitable Unit-Linked Funds transferring to Utmost Life and Pensions if the Proposal is approved 27 September 2019 Unit-linked Funds – Latest news
Latest news – new FAQs on Utmost added 11 September 2019 Latest news and FAQs – Proposal Page
Revised Principle and Practicies of Financial Management (PPFM) to be introduced if our strategic Proposal is implemented 5 September 2019 With Profits Fund

German Decision Pack and Scheme documentation added

30 August 2019 Deutsche Vertrage - Proposal Page
Jersey and Guernsey Scheme documents added 22 August 2019 Proposal Page - Supporting Documents
Latest News - Insights into Utmost added 22 August 2019 Media and Publications Home Page
Voting button added to front page 19 August 2019 Home Page