Irish and German Policy Transfer to Equitable Life Ireland

 

Did you write to policyholders about the proposed transfer?
Yes. We wrote to transferring policyholders on 24 January 2019 when we announced the transfer to Equitable Life Ireland DAC. Copies of these letters are published on our website.

I am a trustee of a group scheme. Did you also write to trustees about the proposed transfer?
Yes. We wrote to trustees on 24 January 2019 when we announced the transfer to Equitable Life Ireland DAC. Copies of these letters are published on our website.

Where can I find the Guide to the Transfer referred to in the letters?
We have published A Guide to the Transfer which explains the key facts and gives you more information. We have also produced A Guide to the Transfer for Trustees.

Where can I find the Independent Expert’s reports?
We have published the Independent Expert’s Full Report and The Summary of the Report of the Independent Expert. We have also included the Independent Expert’s conclusions in the Guide to the Transfer.

Where can I find a copy of the Scheme documents?
We have published The Scheme Document and The Summary of the Scheme here.

Where can I find copies of the legal notices?
We published a legal notice in UK newspapers and gazettes, as well as, in the Republic of Ireland and Germany.

Where can I find the Equitable Life Assurance Society’s actuarial report about the proposed transfer referred to in the guide?
We have published the Report by the Chief Actuary of The Equitable Life Assurance Society into the proposed transfer of Irish and German Business to Equitable Life Ireland DAC here.

Where can I find the Equitable Life Ireland DAC’s actuarial report about the proposed transfer referred to in the guide?
We have published the Report by the Head of Actuarial function of Equitable Life Ireland DAC into the proposed transfer of Irish and German Business from The Equitable Life Assurance Society here.

Where can I find the With-Profits Actuary’s report about the proposed transfer referred to in the guide?
We have published the Report by the With-Profit Actuary of The Equitable Life Assurance Society into the proposed transfer of Irish and German Business to Equitable Life Ireland here.

Where can I find further information about the transfer?
The Guide to the Transfer covers the key facts and includes Questions and Answers. If you have any questions, please contact us on:

  • By phone: For Irish individual policyholders +44 1296 386242
  • By phone: For Irish Group Scheme trustees +44 1296 385225
  • By email: Brexitqueries@equitable.co.uk
  • By letter: The Equitable Life, Walton Street, Aylesbury HP21 7QW United Kingdom

Where can I find Equitable Life Irelands Privacy Policy?
Equitable Life Ireland's Privacy Policy can be found here.