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!
how do i find out about an endowment policy we took out?
dizzytina
Posts: 777 Forumite
22 years ago we purchased our first home and our mortgage was with The Halifax. It was an endowment mortgage. We moved 4 years later and changed mortgage providers and to a repayment mortgage. I have no recollection what happened to the endowment policy and we don't have any papers going that far back. I know its a shot in the dark but is there anyway of tracing the old policy? Im sure it probably isn't worth much but really like to know what happened to it.
Any help is greatly appreciated.
Any help is greatly appreciated.
V 12500 B 8300 N 1900 Oct £51/£155
0
Comments
-
I have no recollection what happened to the endowment policy and we don't have any papers going that far back.
4 years old and cancelled probably resulted in anything from nothing to a very small payout. Most endowments made little or nothing in the first 5 years.Im sure it probably isn't worth much but really like to know what happened to it.
Almost certainly worth nothing as they send out annual statements if there is a value.
Ask halifax. But dont hold your breathe as it was a long time ago. Possibly standard life would be the insurerI know its a shot in the dark but is there anyway of tracing the old policy?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.0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.5K Banking & Borrowing
- 253.7K Reduce Debt & Boost Income
- 454.4K Spending & Discounts
- 245.5K Work, Benefits & Business
- 601.4K Mortgages, Homes & Bills
- 177.6K Life & Family
- 259.4K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards