Your former Equitable Life With-Profits Annuity plan provides an income for life.
By logging in or registering for our Online Service you'll be able to view important information about your annuity, view and download a copy of your P60 or yearly statement and update your personal details.
Registering for our Online Service is easy and only takes five minutes. You'll need your policy number, postcode and date of birth. Your policy number will be on any letter we've sent you.
Once registered, you'll be able to use the service straight away, at a time that suits you. Register now.
To change your name, we’ll need a signed letter from you with details of your previous name and your new name. We’ll also need one of the following original documents: a Marriage Certificate, Civil Partnership Certificate, Decree Absolute, Final Order or a Deed Poll.
Please send the letter, including your policy number, to Prudential, Lancing, BN15 8GB. We’ll return your document to you straight away.
We understand that you may be going through a difficult time and so we want to make dealing with us as simple as possible.
Our online form is quick and easy to complete and we will send you confirmation of its submission straight away.
Log in to our Online Service where you will find a copy of your end of year tax certificate (P60) in the Document area. It'll be available about one week after the end of the tax year.
Unless you advise us to stop sending paper copies we will send you a copy of your P60 by 31 May each year.
Your income can change each year depending on the performance of our With-Profits Fund. We’ll write to you around seven weeks prior to your policy anniversary to let you know how your income is affected.
If your regular income amount changes by more than £10.00 at any other time we'll also let you know.
Your annuity income may have changed due to a change in tax code or to the payment amount before any tax or deductions are taken (gross payment).
If you were not expecting this to change, please contact us.
To query a tax code you’ll need to contact HM Revenue & Customs (HMRC).
HMRC will notify us of any tax code changes whenever they issue a new code to you.
You'll need your National Insurance number and your policy number. If HMRC ask for our tax district and reference number (or PAYE reference), you'll find them on your end of year tax certificate (P60).
The former Equitable Life With-Profits Annuity 2023 Bonus Declaration flyer shows the bonuses we have declared this year. The effect this has on your income will be shown in your annual statement.
You can also look at our Bonus Rates for former Equitable Life With-Profits Annuity Customers for more information.
If you can’t find the answer you’re looking for here or in our Online Service, we’re here to help. Visit the contact us page to find the team that can help with your product query. We're available Monday to Friday, except public holidays.