Collection

Equitable Life Payment Scheme documents

• From: HM Treasury
• Published: 1 July 2014
• Last updated: 18 November 2016, see all updates

Documents relating to the Equitable Life Payment Scheme.

This page contains information and documents relating to the Equitable Life Payment Scheme.

Guidance on the Equitable Life Payment Scheme

Use this guide to find out more information about the scheme, including eligible policies and how payments are made through the scheme.

1. Equitable Life Payment Scheme

   • 1 August 2017
   • Guidance

2. Equitable Life Payment Scheme: financial products included in the scheme

   • 1 July 2014
   • Guidance

3. Equitable Life Payment Scheme design

   • 23 September 2014
   • Policy paper

4. Equitable Life Payment Scheme: administration of scheme closure

   • 31 July 2015
   • Policy paper

5. Equitable Life Payment Scheme: further information on the payment calculation

   • 25 July 2014
   • Corporate report

Equitable Life Payment Scheme background documents

A list of documents related to the Equitable Life Payment Scheme.

1. Equitable Life: government response to Public Administration Select Committee’s third report of session 2010-11

   • 1 October 2010
   • Policy paper

2. Independent Commission on Equitable Life Payments report

   • 21 January 2011
   • Independent report

3. Equitable Life pre-1992 With-Profits Annuity (WPA) payments

   • 26 March 2014
   • Guidance

Progress reports

Updates on the progress of the Equitable Life Payment Scheme, including summaries of payments made and an update on the effort to trace policyholders. The scheme closed to new claims on 31 December 2015. A final report will be issued in June 2016 once all work on the scheme is complete and all payments have been made.

1. Equitable Life Payment Scheme: final report

   • 18 November 2016
   • Corporate report

2. Equitable Life Payment Scheme: November 2015 progress report

   • 3 November 2015
   • Corporate report

3. Equitable Life Payment Scheme: June 2015 progress report

   • 23 June 2015
   • Corporate report

4. Equitable Life Payment Scheme: February 2015 progress report

   • 24 February 2015
   • Corporate report

5. Equitable Life Payment Scheme: November 2014 progress report

   • 25 November 2014
   • Corporate report

6. Equitable Life Payment Scheme: July 2014 progress report

   • 18 August 2014
   • Corporate report

7. Equitable Life Payment Scheme: April 2014 progress report

   • 9 April 2014
   • Corporate report

8. Equitable Life Payment Scheme: January 2014 progress report

   • 22 January 2014
   • Corporate report

9. Equitable Life Payment Scheme: August 2013 progress report

   • 5 September 2013
   • Corporate report

10. Equitable Life Payment Scheme: May 2013 progress report

    • 30 April 2013
    • Corporate report

11. Equitable Life Payment Scheme: January 2013 progress report

    • 31 January 2013
    • Corporate report

Equitable Life Payment Scheme: Independent Review Panel

The Independent Review Panel provides a final review process for people who have been unable to resolve their complaint through the Equitable Life Payment Scheme’s complaints process.

1. Equitable Life Payment Scheme: Independent Review Panel

   • 23 July 2014
   • Guidance

Document information

Published: 1 July 2014

Updated: 18 November 2016

+ full page history

1. 18 November 2016 Final report published.
2. 21 January 2016 Updated with closure notice
3. 3 November 2015 Latest progress report added,
4. 31 July 2015 Equitable Life Payment Scheme: administration of scheme closure document added.
5. 23 June 2015 June 2015 progress report added.
6. 24 February 2015 February 2015 progress report added
7. 25 November 2014 Added November's progress report
8. 22 July 2014 July 2014 progress report added
9. 1 July 2014 First published.

From: HM Treasury