sunlife of canada trying to contact me ?

WOZBALDY

hi all i wonder if anyone can help i recently got a letter from the department of work and pensions telling me that sun life of canada are trying to contact me,and that they have forwarded a for from sunlife for me to fill in ,i rang sunlife with my date of birth and they said it seems i am who they are looking for but cannot tell me any more untill i fill out and return the letter.they are saying i have a policy or something with them
are they likely to be trying to get money out of me or could it be something to do with opting out of surps
i did have an endowment but i cancelled that 10 yrs ago
and i have had letters about surps to my adress
any ideas pls before i send back the form
thanks

Meeper

Fill out the form and send it back. Then you will know what they want. Simples.

WOZBALDY

just worried they are after me for dosh

Meeper

If they were after you for money, they wouldn't be so coy about it.

Annisele

If the letter came through the DWP, Sun Life probably knows your NI number - which suggests that it may well relate to your contracting out of SERPs.

I agree with Meeper - if they wanted money out of you they'd have said so already!

WOZBALDY

will alot of luck maybe they might be trying to give me some money lol

dunstonh

Pensions are the most common thing that they do this on.

pstuart

I got one of these 2 years ago, it would appear that the DWP will only help them trace you if they owe you money.

In my case it was £46 from a Sun Life type pension many years ago - so don't start thinking about a cruise yet - it took about 6 months to get into my bank, maybe they've taken somebody else on since then.

Burridge60

You probably owe back dated premiums on a policy.

Or they might have as policy that you benefit from?

At least it isn't that email form an east African bank and has come through the DWP.

SolvingDebtCrisis

I also had a letter from DWP Bulk Letter Forwarding Service in Nov 2011. I am fairly certain I completed and returned the form, but not heard back from Sun Life.

I emailed Sun Life today to enquire about this. So will see what transpires. I recall I did pay into a financial product in 1990s, but not sure what the product was. I have lost paperwork due to various house moves and my document keeping was lousy in my early twenties.

I also emailed NHS Pensions regarding paying into Superannuation Scheme, I would say about the same period. I wanted to find out the details. Paperwork lost due to the same reasons.

Will see what comes out of these communications.

kingstreet

I suspect a plan with SLOC will be a personal pension used to contract out of SERPs for a period, perhaps during the 90s?

It would certainly explain the DWP involvement, as the plan accepted NI rebates from the DWP/HMRC.