EQUITABLE LIFE MEMBERS
Last Updated: Saturday, May 07, 2016 02:30 PM
|This page contains links to the following:
Annuity Guarantees Working Party (November 1977)
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
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
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
Manifest the Proxy Voting Agency
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 Pensions Regulator replacing OPRA (6 April 2005)
The Pensions Advisory Service (OPAS) 020 7233 8080 email@example.com is a non-profit organisation that helps members of the public who have a problem, complaint or dispute with their pension provider.
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
The SFA Complaints Bureau and Arbitration Service 020 7676 1000
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.
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
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)
Equitable Life Debate in House of Commons 19 Dec 2000 - Hansard
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 firstname.lastname@example.org
TUC How much should I contribute to a pension? Excellent calculator and easy to use
|ACTION GROUPS AND INDIVIDUAL'S SITES
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
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
The ORD Report not for the faint hearted
Justice in Financial Services Some excellent reports on Equitable
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.
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
have updated their guide
"Equitable Life - Life after the compromise"
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
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.