Former Equitable Life With-Profits Annuity
Your former Equitable Life With-Profits Annuity provides an income for life.
You can find out more about the Equitable Life transfer and Payment Scheme.
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.
Register for our Online Service
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.
What would you like to do?
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.
If someone has passed away, let us know by completing our online form or by calling us.
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.
No you are unable to transfer to another company or cash in your annuity.
No, your policy conditions do not allow you to change your Anticipated Bonus Rate.
No, your policy conditions do not allow us to switch your annuity to a Guaranteed Pension Annuity.
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 net regular income amount changes by more than £10.00 we’ll let you know. If you want to be notified when your net payments change by £1.00 or more, please contact us to opt-in to automatically receiving confirmation letters.
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 2025 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.
Need more help?
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.
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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.