The Group Administration Service facility will be withdrawn with effect from 18 December 2020. We have written to the small number of Group Pensions customers who are affected by this change.
For enquiries relating to Group Pensions schemes, our servicing team can be contacted by:
For more information on the funds we offer and their charges including annual management charges and transaction charges, please view our Investment Funds page.
Notes for Group Scheme Members:
We have provided a document addressing the key points covered by Code of Practice no:13 – Governance and administration of occupational trust-based schemes providing money purchase benefits
Service Level Agreements
In the period 1 January 2019 to 31 December 2019 97% of payments were completed within 5 working days and 98% of illustration and general queries in 10 working days. This information is based on the whole heritage Equitable Life business.
Trust Deed and Scheme Rules for a Group Money Purchase Scheme
If you are a trustee of a Group Money Purchase scheme and you require a copy of the Group Money Purchase scheme rules please Contact Us.
We do not hold a copy of the trust deed this should be held by your scheme trustees.
From time to time we may share your data with one or more of our service providers. The companies listed below may receive, transmit, store or process the data. All our service providers are required to hold personal data securely, only for as long as reasonably necessary and in accordance with data protection laws.
Allied Pension Trustees Ltd
Atos IT Services UK Limited
Barnett Waddingham LLP
BWCI Insurance Management Services Ltd
Canada Life Ltd
Electoral Reform Services
Ernst & Young LLP
Experian Ltd (to become Bottomline Technologies from 1 January 2020)
Freshfields Bruckhaus Deringer LLP
Hogan Lovells International LLP
JLT Benefit Solutions
Mimecast Services Ltd
Oasis UK (formerly Box-it South Midlands)
Paragon Customer Communications (part of Innovative Output Solutions Limited)
Penn, Schoen and Berland Associates Inc.
Pitman Trustees limited (PTL)
Royal Mail Group Ltd
Supercheck de (German) Euro-Pro
Swiss Re Life & Health Ltd
Swiss Re Europe S.A
Totalpost Mailing & Mechanisation ltd
Transunion Information Group (formerly Call Credit)
Vero Screening Limited
Willis Towers Watson