Former Equitable Life Annuity Customers

Welcome to the Prudential web pages for Former Equitable Life With-Profits Annuity customers. The transfer to Prudential was completed on 31 December 2007.

2020 Bonus Declaration

Our With-Profits Fund performed well in 2019 and that means the vast majority of our former Equitable Life With-Profits Annuity customers will receive bonuses that deliver year-on-year increases in income, after allowing for the Anticipated Bonus Rate (ABR) and any Guaranteed Interest Rate (GIR).

In 2020 we’ll continue to manage the Fund prudently. We’ll aim to secure the highest total return for the Fund (after any tax and investment expenses) while maintaining an acceptable level of risk and protecting our planholders. We’ll also continue to smooth some of the extreme highs and lows of investment performance.

Ex-Equitable Life Assurance Society With-Profits Annuity Plans (PDF)

This leaflet shows you the bonus rates to be applied to your annuity on your next plan anniversary following 1 April 2020.

Bonus Declaration 2020

2018 was a difficult year for financial markets, which experienced lots of ups and downs. These impacted our With-Profits Fund because it invests globally in many different investments. This is reflected in our 2019 bonus declaration.

 

We’ll continue to manage the Fund prudently. We’ll aim to secure the highest total return for the Fund (after any tax and investment expenses) while maintaining an acceptable level of risk and protecting our planholders. We’ll also continue to smooth some of the extreme highs and lows of investment performance

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