Equitable Life

Trapped Annuitants

supporting the With-Profit annuitants of Equitable Life

 

 

REPORTS

Click on logo to download Adobe for .pdf files

SIR JOHN CHADWICK

 

 

13 October 2009 The Third Written Submission from ELTA to Sir John Chadwick (.pdf file)

 

5 August 2009 The Second Written Submission from ELTA to Sir John Chadwick  (Word document)

 

1 July 2009 The First Written Submission from ELTA to Sir John Chadwick  (Word document)

 

 

PASC (Public Administration Select Committee)

 

9 February 2009 Fourth Written Submission from ELTA to PASC   (Word document)

27 January 2009 Third Written Submission from ELTA to PASC   (Word document)

15 December 2008 Justice delayed: The Ombudsman's report on Equitable Life  

The report by PASC of their enquiry into the affairs of Equitable Life

 

11 November 2008 Second Written Submission from ELTA to PASC   (Word document)

 

11 November 2008 Equitable Life 

Oral Evidence given by Mr Paul Braithwaite, Mr Colin Slater, Ms Liz Kwantes, Ms Ann Berry and Mr Peter Scawen; Mr Vanni Treves and Mr Charles Thomson: uploaded on 14 November 2008

 

The written evidence submitted by ELTA to PASC prior to the meeting of 11 November (.pdf file)

 

Parliamentary Ombudsman

 

The PO’s report produced in 2008 is an extensive read but worth the effort. The link below is an index to the full report, which can be read on line or downloaded

   

23 July 2008 Parliamentary Ombudsman Report - Equitable Life a Decade of Regulatory Failure

 

7 May 2008 Parliamentary Ombudsman - Executive Summary

 

European Parliament Enquiry into the affairs of Equitable Life

 

ELTA made a formal presentation and gave a written submission to the EQUI enquiry.

 

1 June 2006 Written submission to the European Parliament enquiry into the affairs of Equitable Life by Peter Scawen on May 29th 2006

 

1 June 2006 Presentation to the European Parliament enquiry into the affairs of Equitable Life by Peter Scawen on May 29th 2006

 

Peter Scawen's Report Equitable Life and its Handling of With Profits Annuities 

 

27 August 2003 Press Release

 

Section 1 Conspiracy or Cock Up? Overview Summary

Section 2 The Impact of the so called “20% and other Reductions” on Annuitants

Section 3 Things you should have known about your annuity but didn’t know enough to ask.

Section 4 How it Works and How it’s Done

 

 

Adobe Acrobat format is also available

 

Press Release  

Section 1 Conspiracy or Cock Up? Overview Summary (.pdf file)

Section 2 The Impact of the so called “20% and other Reductions” on Annuitants (.pdf file)

Section 3 Things you should have known about your annuity but didn’t know enough to ask (.pdf file)

Section 4 How it Works and How it’s Done (.pdf file)

 

Newsletters

 

23 September 2009 Follow Up To The Parliamentary Ombudsman’s Report - Newsletter

 

Other Documents & Reports

 

28 July 2008 Exposing the myths and misconceptions over Equitable Life by Clarke Willmott

 

10 January 2008  Equitable Settles with Annuitants - Press Release

 

17 October 2007  The Proposed transfer to the Prudential

 

3 June 2007  European Parliament, the Parliamentary Ombudsman and Transfer to Prudential