EQUITABLE LIFE MEMBERS
INTERESTING LINKS
Last Updated: Saturday, May 07, 2016 02:30 PM
Parliamentary Sites (Including House of Lords' Case)
Action Groups and Individuals' Sites
Advisor Booklets and Information
N.B. Newspaper and Press Articles now have their own page
The Independent Commission on Equitable Life Payments
Treasury with relation to Equitable Life
Accountants Joint Disciplinary Scheme (JDS) is conducting an investigation into Ernst & Young's conduct as Equitable's auditors. Click here for detail.
AMIPP - the Association of Members of IBM UK Pension Plans
Annuity Guarantees Working Party (November 1977)
Association
of Unit Trust and Investment Funds
Association
of Investment Trust Companies
Association of British Insurers (ABI)
Association of British Credit Unions Ltd
British Bankers Association
Building
Societies Association
Building Societies Members Association
CAPPA (Compulsory Annuity Purchase Protest Alliance)
Citizen's Advice Bureau centres can be found in the telephone book, will also look at queries.
Companies' House - Guide to Resolutions
Department
of Work and Pensions are building a network of advice centres
to cope with the growing demand for advice.
Employer
Task Force
European Court of Human Rights
Financial Ombudsman Service 0845 080 1800 enquiries@financial-ombudsman.org.uk
Financial Planning Excellent site on financial planning at every stage
Financial Services Authority the main City watchdog 020 7066 1000.
FINANCIAL SERVICES AND MARKETS ACT 2000 (pdf format)
The Society of Financial Advisers are offering half an hours free advice with an Independent Financial Adviser. (Tel: 020 7417 4442)
The Association of Independent Financial Advisers on 0207 628 1287
IFA Promotions on 0117 971 1177.
IFAs ARE OK a website for IFAs but some interesting information biased to an IFA's way of thinking
Guernsey Financial Services Commission for those with non UK policies
International Accounting Standards Board
The Investment Ombudsman 020 7796 3065
The Law Society 020 7242 1222
Law Society of Scotland 0131 226 7411
Law Society of Northern Ireland 028 9023 1614
Association of
Pension Lawyers
Solicitors
for Independent Advice
Institute for Fiscal Studies - Pensions and Savings
Manifest the Proxy Voting Agency
National Association of Pension Funds (NAPF)
National Pensioners' Convention
Occupational Pensioners' Alliance
Occupational Pensions Regulatory Authority (OPRA) 01273 627600 helpdesk@opra.gov.uk replaced by the Pensions Regulator 6 April 2005
The ORD Report - An excellent site with updates on various aspects of the Insurance Industry with a special section on Equitable Life. Not for the faint hearted.
The
Parliamentary Ombudsman Enquiries:
phone: 0845 015 4033 or 020 7217 4051
Email: OHSC.Enquiries@ombudsman.gsi.gov.uk
The Pensions Regulator replacing OPRA (6 April 2005)
The Pensions Advisory Service (OPAS) 020 7233 8080 enquiries@opas.org.uk is a non-profit organisation that helps members of the public who have a problem, complaint or dispute with their pension provider.
Pensions - Office of Fair Trading (OFT)
Pensions and Retirement - DSS
Pension Schemes Registry, PO Box 1NN, Newcastle upon Tyne NE99 1NN. Call 0191 225 6316, or visit www.opra.gov.uk. To trace a pension.
Pension Sorter Interesting information on pensions in general
Personal Pension Schemes Transfer Payments GN11 (Inland Revenue) Transfer from Occupational Scheme to Private Pension Plan
Retirement Income Reform Campaign
The SFA Complaints Bureau and Arbitration Service 020 7676 1000
Stakeholder Pensions - New Government Stakeholder Website
Stakeholder Pensions - Government Guide
TUC - Know Your Rights, the TUC has produced a guide that explains how the state pension and the top-up pension Serps relate to occupational schemes.
TUC Worksmart
LAWYERS INVOLVED WITH EQUITABLE
Barlow, Lyde & Gilbert - Ernst & Young's Lawyers defending the ex auditors
B&W Deloitte - Company who carried out review for Equitable of possible losses on late joiners
Clarke Wilmott - lawyers being used by ELTA, the trapped annuitants. Clarke Willmott has instructed Adrian Palmer QC of Guildhall Chambers in Bristol
Class Law - Involved with International group
Ernst & Young - Equitable's former auditors
Herbert Smith - Lawyers for Equitable working on case against the directors and Ernst & Young
Irwin Mitchell - Claiming on behalf of ex-Equitable Life non-GAR policyholders
Lovells - Equitable's Lawyers who worked on the Compromise Agreement
Travers Smith Braithwaite - Lawyers for the Late Joiners Group
Financial Services Compensation Scheme (FSCS) On 01 December 2001 the Financial Services Compensation Scheme took over the responsibilities of eight previous compensation schemes including the Policyholders Protection Board under the Financial Services and Markets Act 2000. The FSCS has a web site at www.fscs.org.uk
NB This is not a government body and has no call on government funding. Any claims will be found from the Finance Industry (ABI members - see above).
FSCS Comments on Compensation Calculating Compensation
The Investors' Compensation Scheme - Brought in by the Financial Services Act 1986
Policy Holders Protection Scheme Replaced by the FSCS on 1 December 2001
Parliamentary Ombudsman (if you wish to complain of regulator maladministration this must be through an MP)
REFERENCE INFORMATION
Equitable Life Debate in House of Commons 19 Dec 2000 - Hansard
Treasury Select Committee Report
Government Consultation Document on Medium to Long Term Saving July 2001
The Motley Fool Some excellent discussions on Equitable Life, worth a visit and join in even. Also visit their Pensions Discussion Board for some really good points and suggestions.
The Motley Fool - An excellent article for with profits members
Financial Times - Discussion Board on Equitable Life
The Money Bag - A UK Personal Finance Site
This is Money now also have a Pensions discussion board
Daily Telegraph have a Questions and Answers. E-mail equitable@telegraph.co.uk
Equitable Fund Performance Details
The Guardian - Saving for Retirement
TUC How much should I contribute to a pension? Excellent calculator and easy to use
EMAG - Equitable Members Action Group
ELCAG - Equitable Late Contributors Action Group
ELPHAG - Equitable Life Policy Holders' Action Group
Leon Kaye - a firm of solicitors who represented the GAR policyholders
Equitable Life Guaranteed Annuity Action Group run by Stuart Bayliss of Annuity Direct on behalf of the GARs
A GAR Member's Site - read an excellent submission to the Treasury Select Committee
David Stonebanks - has set up a website including letters that he has written about Equitable
Building Society Members Association
The ORD Report not for the faint hearted
IBM C Planners Website (Association of Members of IBM UK Pension Plans (AMIPP))
Justice in Financial Services Some excellent reports on Equitable
OTHER
Self Employed and Small Businesses Help Line 0845 602 7021 between 9am and 5pm Monday to Friday.
Advice on line Independent pension advice on-line
Bargain Bucket A good portal for pension information.
Lancashire County Pension Fund
Staffordshire County Pension Fund
Volunteer pension professionals offer "independent and impartial" advice without charge and can be contacted on 0845 6012923.
Moneynet - Gives information on all sorts of pensions
Kauders Portfolio Management - A Contrary View. A possibility that things may be better with Equitable Life than outside.
Chartwell - IFAs - give a good outline of the current status of Equitable and the Halifax deal.
HOLDEN MEEHAN Financial Advisers - Useful Factsheet for Equitable Life Policy Holders
Hargrieves Lansdown
have updated their guide
"Equitable Life - Life after the compromise"
which
is available by phoning 0800 138 5838.
James Baxter - Independent Investment and Pension Advisors offer a website of News and Help for Equitable Life Policyholders.
David Aaron Partnership has produced a set of Guidance Notes for Equitable policyholders There, the guidance notes can be accessed free of charge. Alternatively, for a free copy write to The David Aaron Partnership, Shelton House, High Street, Woburn Sands, Milton Keynes MK17 8SD.
Guardian Guide to Planning for Retirement. Ring 0800 694 7007 for a free copy.
IFA Promotion To find
a local adviser contact IFA Promotions which has a hotline on 0800
085 3250.
NPI Different Types of Pensions Explained
Consumers' Association - Report on the Life and Pensions Industry
With Profits Bond Shop -
a free guide to with profits bonds can be obtained by
calling 0115 958 7555.
GUIDANCE NOTES ON EQUITABLE
LIFE from David Aaron Partnership (Wait until report
appears on right hand side and click on this, you can
then download by filling in a form and then clicking on
the right hand button of your mouse to download it)