| Date | Fact |
|---|
| February 2016 |
Transfer of 31,000 Equitable Life annuity policies to Canada Life Limited completed |
| April 2015 |
Increased capital distribution to 35% for with-profits policyholders. |
| April 2014 |
Doubled capital distribution to 25% for with-profits policyholders. |
| March 2011 |
Announced 12.5% distribution for with-profits policyholders. |
| October 2010 |
Government announces details of the compensation package. |
| July 2008 |
Parliamentary Ombudsman report published. Equitable Life calls for speedy compensation for policyholders. |
| December 2007 |
Transfer of £1.8 billion of with-profits annuities to Prudential completed |
| May 2007 |
Sale of University Life to Reliance Mutual completed. |
| February 2007 |
Transfer of £4.6 billion of non-profit pension annuities to Canada Life completed. |
| March 2004 |
The Report of The Equitable Life Inquiry by The Right Honorable Lord Penrose |
| February 2002 |
High Court sanctioned compromise scheme which addressed the guaranteed annuity rate issue. |
| December 2000 |
The Society closes to new business. |
| July 2000 |
House of Lords rules against differential final bonus and against 'ring-fencing'. The Board decided that it was in the best interests of members to put the society up for sale |
| January 2000 |
Court of Appeal rules against the differential final bonus practice. |
| September 1999 |
High Court approves the differential final bonus practice. |
| January 1999 |
Equitable initiates the court case to validate the differential final bonus practice. |
| 1990 |
About 1.5million policies in force |
| 1913 |
Society started to sell pensions. |
| 1893 |
Society incorporated under the Companies Act as 'The Equitable Life Assurance Society.' |
| 1810 |
Membership approached 10,000. Notable policyholders were Samuel Taylor Coleridge, William Wilberforce, Sir Walter Scott. |
| 1799 |
5,000 policies in force totalling £4million. |
| 1762 |
Equitable Life Assurance Society was founded. |