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Executor - Overpayment of private pension
baby_boomer
Posts: 3,883 Forumite
What is the best way to proceed when a monthly pension annuity payment has gone into the deceased's account after his/her death?
0
Comments
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write to the pension providor for a final statement
You need this for the R27 anyway.0 -
Do I need grant of probate to get a statement from the pension provider?0
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baby_boomer wrote: »Do I need grant of probate to get a statement from the pension provider?
No you don't0 -
No, in fact you'll need the statement from the pension provider to obtain probate. Just write with a copy of the death certificate.0
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I had assumed that the the annuity would be calculated daily up until death but it's not.
If a monthly annuity is paid the day before death, it is valid in full.
If a monthly annuity is paid the day after death, the estate is liable for the full monthly repayment.
Simples!
Although I am beginning to see how simplicity is a virtue at such a time.0
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