Pensions Simplification

Important changes affecting your Equitable Pension - Pensions Simplification

From 6 April 2005 and 6 April 2006 new pension laws are being introduced in the UK. The new laws are commonly referred to as Pensions Simplification.

Equitable Life are assessing these changes, gauging the impact to our products and advising trustees as appropriate. The documents below are copies of correspondence sent to our clients that you can view, print or download. This page will be updated as new correspondence is sent or additional information becomes available.

Information for trustees of defined contribution schemes

Group Money Purchase Schemes (Feb 2005)

A guide for trustees of group defined contribution occupational pension schemes (Nov 2005)

Appendix A - Draft announcement letter for scheme members (Nov 2005)

Questions and answers for trustees of group defined contribution occupational pension schemes (Nov 2005)

Interim deed of amendment and supporting documentation (Feb 2006)

Information for trustees of defined benefit schemes

Final Salary Schemes still accruing benefits (Feb 2005)

Final Salary Schemes no longer accruing benefits (Feb 2005)

A guide for trustees of group defined benefit occupational pension schemes (Nov 2005)

Appendix A - Draft announcement letter for scheme members (Nov 2005)

Questions and answers for trustees of group defined benefit occupational pension schemes (Nov 2005)

Other

Small Self Administered Schemes (Feb 2005)

Notification of Pensions Regulator Website and Trustee Responsibilities (May 2005)

Important changes affecting your pension: Fact sheet regarding transitional protection, and update (Feb 2006)



Printing

The documents within this site are in pdf format. To view or print you will need Adobe Acrobat Reader. If you do not already have it, please click here to download the software.