Help PLZ 30 January 2009 at 6:16PM edited 30 November -1 at 1:00AM in Pensions, Annuities & Retirement Planning 5 replies 783 views

Tracy70

Can anyone help! I'v Just Found Paper Work From When My Partner Took Out A SERPS Replacement Plan With Lloyds TSB In 1995, We have 3 Statements With Values On But Don't Know If They Are Still In Use As We Have Moved House 4Times Since Taken Out, Also We Would Like Too Know If They Are Still Worth Anything As Last One Says FUND VALUE ON 31st JANUARY 1999 £2,255.65, If This Is Also True Does Anyone Know Would We Be Able Too Cash In As Money Would Be Gratefully Recieved, Hope Someone Can Advise Manythanks.

dunstonh

You cannot cash in a pension.

However, you should notify them of your current address and ask for updated values.

Tracy70

:j Manythanks For The Advice.:T

Tracy70

dunstonh wrote: »

You cannot cash in a pension.

However, you should notify them of your current address and ask for updated values.

Hi sorry just found more paper work for endowment policys for a property we owened, They were taken out with Norwich/Commecial Union, Not sure if we cashed in or forgot any advice Plz Next One is an endowment Plan with Barclay's we have the origional Schedule but unsure on what too do Manythanks Tracy

EdInvestor

Tracy70 wrote: »

Hi sorry just found more paper work for endowment policys for a property we owened, They were taken out with Norwich/Commecial Union, Not sure if we cashed in or forgot any advice Plz Next One is an endowment Plan with Barclay's we have the origional Schedule but unsure on what too do Manythanks Tracy

Ring up the companies and ask if they still have the policies on their books, get them to send updated values.

Tracy70

Manythanks For Everyones Help