Deceased Person: How to Calculate Pension Credit Overpayment?

Mojisola

cliffandsue wrote: »

They only have to show (the total capital position) what was disclosed/undisclosed when the pension credit claim was made. Hopefully the total capital balance at that date was below the minimum threshold in which case there can be no overpayment.
Why the DWP want to see bank statements beyond the date that the AIP was set is totally beyond me - it has nothing to do with them.

It would if the increase in capital showed money being transferred from another account in the claimant's name.

If there's nothing to hide, why not be open about the accounts? The executors can't complete the estate accounts until the DWP is satisfied that an overpayment hasn't been made. Why would the executors make their own lives more difficult?

cliffandsue

Mojisola wrote: »

It would if the increase in capital showed money being transferred from another account in the claimant's name.

If there's nothing to hide, why not be open about the accounts? The executors can't complete the estate accounts until the DWP is satisfied that an overpayment hasn't been made. Why would the executors make their own lives more difficult?

I was only pointing out what the Executors have a responsibility to do. They certainly don't have the need to pander to the DWP's fishing expedition.The DWP should be given enough information to prove one way or another that the level of true savings as at the date the PC was made was below the minimum threshold. To start a witch hunt by handing over bank statements and pass books covering the 7 years can only lead to the DWP asking more questions, questions that they aren't required to ask if there was an AIP in place. My attitude towards the DWP is one of suspicion and mistrust. Giving them too much information is just as bad as giving them to little.
Grief, the deceased could have had millions passing through her accounts which has nothing to do with the DWP just as long as the AIP was set and that the true position at the start of the claim is demonstrated.

Mojisola

cliffandsue wrote: »

To start a witch hunt by handing over bank statements and pass books covering the 7 years can only lead to the DWP asking more questions, questions that they aren't required to ask if there was an AIP in place.

My attitude towards the DWP is one of suspicion and mistrust.

Mine isn't and I found them very easy to deal with.

I provided the information they needed to show that Dad hadn't claimed anything he wasn't entitled to and they replied, thanking me for the information and signing off on the matter.

cbrown372

cliffandsue is Andy, what else do you expect?

beecher2

cliffandsue wrote: »

. To start a witch hunt by handing over bank statements and pass books covering the 7 years can only lead to the DWP asking more questions, questions that they aren't required to ask if there was an AIP in place.

This isn't true - the DWP took a long time to deal with our case, but didn't ask any additional questions about the time after the AIP was in place. They weren't interested in how money had been obtained after the AIP, just about accounts from 2003.

tomtontom

cbrown372 wrote: »

cliffandsue is Andy, what else do you expect?

And yet again he's side tracking every thread he posts on, taking away from the people that are genuinely asking for help. People really need to ignore!

cbrown372

And gone, as you were people, ignore all the posts by cliffandsue that remain.