News Publication date July 14, 2021

Annual statements for heritage Equitable Life policyholders

The vast majority of our policyholders should now have received their annual statement. This statement provides an update on your policy, including the value as at 1 April 2021.

In addition to the fund value, your statement includes:

  • A breakdown of your investments
  • For pension policies, a projection to your retirement date
  • Details of where to go if you need additional information or help.

Please contact us on 0330 159 1530 if you haven't yet received your statement or would like to ask any questions about your policy.

NHS members should expect to receive their annual statement by the middle of August.

Share this page