Pension Scheme Booklets

Group Additional Voluntary Contribution (AVC) arrangement documents

Equitable Life no longer provides a standard member booklet for AVCs. Information about the investment funds Equitable Life offer, can, however be found in:

A guide to how we manage our unit linked funds click here

Principles and Practices of Financial Management click here

A guide to how we manage the with-profits fund click here

The pension scheme trustees/manager decides which of the investment funds, they make available to their scheme members.




Group Money Purchase (MP) Scheme booklets

The booklets have been redesigned to be as flexible as possible, which means that scheme specific information is not included and should be notified to your employees separately. Click here for details of the information you should provide.

If any of this scheme specific information changes at a future date you should notify members of the change in writing - a new booklet would not be required.

There are two booklets available.

Click here to view or download a booklet if your MP scheme is contracted out of the State Scheme. (04.14)

Click here to view or download a booklet if your MP scheme is not contracted out of the State Scheme. (04.14)
Group Final Salary (FS) Scheme booklets

There are two booklets available.

Click here to view or download a booklet if your FS scheme is contracted out of the State Scheme. (04.14)

Click here to view or download a booklet if your FS scheme is not contracted out of the State Scheme. (04.14)

The booklets are a guide to the main benefits and features of the scheme and are designed to be read in conjunction with a scheme specific "Summary of Benefits" leaflet which will be provided to you electronically upon request.

To request a Summary of Benefits leaflet for your FS scheme please go to our 'Get in touch' page. Please include the full name of your scheme and an email address for receipt of the pdf with your request.


AAF/01 (formally FRAG21) report - supplementary information for auditors

Click here to view or download a supplementary information for auditors report, AAF/01 (formally FRAG21). (09.13)


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 return to our home page to download the software.


(The figures in brackets show when the booklet was last updated)