We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide
Yorkshire Building Society/endowment!
judip
Posts: 62 Forumite
I have just wrtten to the bank about the expected short fall of my endowments. i have 2 endowments and sent a letter about each. i have recieved a letter saying
reports will be requested regarding your concerns and any further information needed to complete a thorough investigation. As we need your written authority to contact and obtain information from a third party(s), please complete the attached form and questionaire and return
the questionaire asks questions about earnings when you took out policy, have you had any letters about short fall, what savings did you have or do have, etc
Has anyone else got one of these and does anyone know if i have to fill in the questionaire, it seems they are saying they can and will get the info they need, so why do i have to fill in a quetionaire, my suspicious mind makes me think they are trying to get a gem of info from me that gives them a reason not to pay out!
reports will be requested regarding your concerns and any further information needed to complete a thorough investigation. As we need your written authority to contact and obtain information from a third party(s), please complete the attached form and questionaire and return
the questionaire asks questions about earnings when you took out policy, have you had any letters about short fall, what savings did you have or do have, etc
Has anyone else got one of these and does anyone know if i have to fill in the questionaire, it seems they are saying they can and will get the info they need, so why do i have to fill in a quetionaire, my suspicious mind makes me think they are trying to get a gem of info from me that gives them a reason not to pay out!
0
Comments
-
You may well be right.Could be they have thrown away your file and can't show the sale was compliant and are looking for info that might help their case.
Just answer as you see fit, say you don't remember where you don't want to.Trying to keep it simple...
0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 353.5K Banking & Borrowing
- 254.2K Reduce Debt & Boost Income
- 455K Spending & Discounts
- 246.6K Work, Benefits & Business
- 602.9K Mortgages, Homes & Bills
- 178.1K Life & Family
- 260.6K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards