Collection

Equitable Life Payment Scheme documents

Documents relating to the Equitable Life Payment Scheme.

Published 1 July 2014
Last updated 18 November 2016 — see all updates

• From: HM Treasury

The Equitable Life Payment Scheme has closed. It is no longer possible to make a claim from the scheme or request a recalculation of the amount of money received from it.

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

Guidance on the Equitable Life Payment Scheme

Below is information on how the scheme was designed and operated and the procedure by which it was closed.

1. Equitable Life Payment Scheme
   • 1 August 2017
   • Guidance
2. Equitable Life Payment Scheme: administration of scheme closure
   • 31 July 2015
   • Policy paper
3. Equitable Life Payment Scheme design
   • 23 September 2014
   • Policy paper
4. Equitable Life Payment Scheme: further information on the payment calculation
   • 25 July 2014
   • Corporate report
5. Equitable Life Payment Scheme: financial products included in the scheme
   • 1 July 2014
   • Guidance

Equitable Life Payment Scheme background documents

Further documents on the history of 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 policyholder tracing efforts. The scheme has now closed and no more initial payments are being made. The November 2016 report below is therefore the last that will be written.

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

Published 1 July 2014
Last updated 18 November 2016 + show all updates

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.