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Life Policies - Have I Got This Right?

If your policy has a surrender value – it will be seen as an asset and the Official Receiver will require it

If there is no surrender value but and when you die – even years after your Bankruptcy is over – the money goes to the Official Receiver - because it was an potential asset before your Bankruptcy

You could let the policy lapse – and take out a new one after you are discharged from Bankruptcy

But because of your age - the premiums are likely to be higher than the original premiums

However, you can buy the Official Receivers “interest” in your existing policy for £50.00

As soon as you are discharged from Bankruptcy – the Official Receiver has no claim on the money

However, if you die whilst you are Bankrupt – and the money gets paid to your estate – the official receiver gets all the money. Because the policy is seen as an “after acquired asset.”

But - you can arrange to have the policy “written” so that it pays a beneficiary – and as long as that person is not Bankrupt – the Official Receiver has no claim on the money

The same applies to the “death benefit” part of a pension

Just so I know is all this correct?

Comments

  • debtinfo
    debtinfo Posts: 7,012 Forumite
    Spot on.....
    Hi, im Debtinfo, i am an ex insolvency examiner and over the years have personally dealt with thousands of bankruptcy cases.
    Please note that any views i put forth are not those of my former employer The Insolvency Service and do not constitute professional advice, you should always seek professional advice before entering insolvency proceedings.
  • philnicandamy
    philnicandamy Posts: 15,685 Forumite
    10,000 Posts Combo Breaker
    Yep.....yep.....and yep......


    **damn...MUST learn to post faster...**
    We all die. The goal isn't to live forever, the goal is to create something that will
  • script
    script Posts: 718 Forumite
    Thank goodness I've finally "got" it.

    I do get a bit OCD when it comes to preparing for B/R.

    And it in finding out - what can and can't happen after.

    By the way I would be completely "lost" if it wasn't for all the help I get on the forum.

    Thanks everyone.
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