The Dormant Assets Scheme is open to banks and building societies. In June 2023, we opened up the Scheme to insurance and pensions providers. During the course of 2023, we will be expanding the Scheme to UK publicly listed companies and investments and wealth management firms.
We will be opening the Scheme to new sectors in a phased way, starting with insurance and pensions in Q1, 2023, with the remaining sectors to follow soon afterwards.
If you are interested in joining the Scheme, we would encourage you to contact us as soon as possible so we can support you in your preparations.
Our Scheme Handbook provides new participants with comprehensive information on the steps required to join the Scheme and outlines the transfer and reclaim processes.
The Alternative Scheme
Our Alternative Scheme Handbook provides new participants with comprehensive information on the steps required to join the Scheme, together with the eligibility criteria for participants’ chosen charity/-ies.
FURTHER PARTICIPANT BENEFITS
If you would like to join or have any questions regarding either scheme please do not hesitate to contact us firstname.lastname@example.org