Customer Centre for heritage Equitable Life

Did you know…..

• You can find a policy value as at 1 April on the Annual Statement we sent to you at the end of April.
• Your Annual Statement will detail the number of units you have as at *1 April 2020. You are able to calculate the current value of these units by simply multiplying the number of units by the daily bid price of the fund(s) you are invested in. You can find the current bid prices here here.
• It is important to note that unit prices can go down as well as up

*If you have paid money into your policy, taken money out of your policy, or are still transitioning into different unit-linked funds following the transfer from Equitable Life, the number of units will be different to those shown on the statement.

If you would like us to send you a policy value (which includes the number of units you hold) in the post, click here to email us that request.

Did you know …..

• You can scan and email us a signed letter confirming details of your new address. In certain circumstances we may need to request further information before we are able to update our records.
• You can download and complete our change of address form, which you can find here. When complete you can can scan and email it to us, or send in the post.

Please note we cannot accept just an email detailing your new address.

Did you know ……

• You can call us to change the unit-linked funds you are invested in; or
• You can download and complete our switch form, which you can find here. When complete you can scan and email it to us, or send in the post.

Click here to find more information about our fund range.

Did you know …..

• We have information on your retirement options on our website – click here
• We recommend you seek financial advice or guidance before making any decisions – click here to find out more information about where to go for help
• From 1 November 2019, it is an FCA requirement to provide policyholders with options in writing before we can provide you with claim forms.

If you still want to request your retirement options in writing, click here to email us that request.

Did you know ….

• It is possible to download a Transfer Form from our website – click here
• We recommend you seek financial advice or guidance before making any decisions – click here to find out more information about where to go for help

If you still want a Transfer Form to be sent in the post, click here to email us that request.

Did you know …..

• It is possible to down load a Direct Debit from our website – click here

If you still want to a Direct Debit Form to be put in the post, click here to email us that request.

Did you know …..

• It is only possible to nominate a beneficiary if you have a Personal Pension, FreeStanding AVC, Managed pension policy or Utmost Drawdown policy
• If you have a Retirement Annuity or Wind-up Transfer plan, you cannot nominate a beneficiary but it may be possible to place your policy under trust to remove it from your estate – you will need to seek legal advice to set up this trust
• If you would like to download a Nomination of Beneficiaries form from our website – click here. When complete you can scan and email it to us, or send by post.

If you still want us to send you a Nomination of Beneficiary form in the post, click here to email us that request.

Did you know….

• You can find information about our charges on our website – click here

If you still want details of our charges to be put in writing, click here to email us that request.

Did you know …….

We have a range of General Information Sheets on our website covering many of our products:

• Click here if you have a pension policy
• Click here if you have a life policy

If the General Information Sheets do not cover what you were looking for, click here to email us your questions.

If you would like to make a complaint there are a number of options available to you and details can be found in our 'How to make a complaint section'.

If you were not able to find above the information you were looking for, you can contact us by phone or by email at enquiries@utmost.co.uk.