The Transfer of Equitable Life's With-Profits Annuity business to Prudential
Welcome to the official Prudential web pages that gives you information about the completed Transfer of Equitable Life With-Profits Annuity business to Prudential.
You will also find links to some useful documents as well as some Questions and Answers.
- Equitable Life's Policyholder mailing due to arrive with Policyholders
3rd October 2007
- Deadline for receipt of proxy voting forms for the Equitable Life Extraordinary General Meeting (EGM)
11am on 24th October 2007
11am on 26th October 2007
Status: Completed 'Yes' vote was achieved
- UK Court hearing for sanction of the Transfer
28th November 2007
(N.B. Guernsey court hearing is 3rd December 2007, Jersey is 4th December 2007)
Status: Completed All Courts approved the proposed Transfer
- Prudential issue a Welcome Pack to each transferring annuitant
14th December 2007
- Date which Transfer became effective
31st December 2007
If you require further information, please refer to the Questions and Answers (accessed via the link on the left) where you will find further details of how to contact us.
The FSA lodged their report for the UK Court hearing, for the sanction of the Transfer. The hearing took place on 28th November 2007. The report and all addendums are available here:
FSA Report Annex I
FSA Report Annex II
FSA Report Annex III
FSA Report Annex IV
FSA Report Document 1
FSA Report Document 2
FSA Report Document 4
FSA Report Document 5
FSA Report Document 6
Independent Expert's Final Report
Chapter 18 of FSA Rules Handbook
Original Press Notice - 15 March 2007 (pdf 45kb)
Prudential Actuarial Function Holder's Report (pdf 186kb)
Prudential with-Profits Actuary's Certificate (pdf 33kb)
Independent Expert's Report (pdf 586kb)
The Scheme (pdf 240kb)
Summary of the Scheme and of the Independent Expert's Report (pdf 261kb)
2006 PAC Report and Accounts (pdf 1,917kb)
Policyholder Circular (pdf 365kb)
Channel Island Documents
The content on these pages is correct as at January 2017. The details are subject to change, but we will endeavour to keep the pages as up to date as possible.
Historic information about the transfer
In this area you will find information on the transfer in 2007 and special bonus payment in 2008.
Q&As for Prudential policyholders
You may have some questions of you already have funds invested in Prudential's With-Profit fund.