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Fraud ?? Help- Deceased FIL - Aviva - Group Protected Rights Investment Account

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Comments

  • xylophone wrote: »
    Give him a ring and find out if he is making enquiries about a lost pension?

    Ha Ha it's him.

    Sorry everyone.

    I have learned something however, so not a complete waste of time..
  • atush
    atush Posts: 18,731 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    And he has learned they don't have his correct address lol.
  • dunstonh
    dunstonh Posts: 121,354 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    He wasn't financially savy. However, he was a paper hoarder and he always left a paper trail...I would have thought there would have been a letter from Parker Kelly?

    Not if they had not yet got to the stage to provide advice yet. An authority letter to obtain details is right at the start of the process. Not the end.
    No paperwork to suggest that. My FIL was nearly 82 at death - would it be normal for someone to contact him at say 70??? He always lived at the same address, always had the same phone number??

    Parker Kelly are IFAs. They would not contact him. He would contact them. The would only contact him if they were the servicing IFA for the scheme.

    edit, I answered before moving on to page 2. National insurance number is how most providers record personal detail. So, that would be one way to verify which it belongs to. It would also explain a signature difference.
    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.
  • xylophone
    xylophone Posts: 45,983 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    edited 21 September 2013 at 3:19PM
    And he has learned they don't have his correct address lol.

    Which is how people lose touch with pensions....."There's a hole in my bucket, dear Liza, dear Liza"......:rotfl:

    A circular thread....
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