Help PLZ

edited 30 November -1 at 1:00AM in Pensions, Annuities & Retirement Planning
5 replies 783 views
Tracy70Tracy70 Forumite
29 Posts
:confused: 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.:confused:
Regards
Tracy.

Replies

  • dunstonhdunstonh Forumite
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    You cannot cash in a pension.

    However, you should notify them of your current address and ask for updated values.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • :j Manythanks For The Advice.:T
    Regards
    Tracy.
  • 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:confused: Next One is an endowment Plan with Barclay's we have the origional Schedule but unsure on what too do:confused: Manythanks Tracy
    Regards
    Tracy.
  • EdInvestorEdInvestor
    15.7K Posts
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    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:confused: Next One is an endowment Plan with Barclay's we have the origional Schedule but unsure on what too do:confused: Manythanks Tracy


    Ring up the companies and ask if they still have the policies on their books, get them to send updated values.
    Trying to keep it simple...;)
  • Manythanks For Everyones Help
    Regards
    Tracy.
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