NS&I not providing a valuation of accounts after 4 months of requesting it.

oscaritomiranda

I requested a valuation of my ex-partners accounts for probate purposes 4 months ago. After hours on the phone being on hold or speaking to advisors who could not provide any useful information I am losing the will to live. I have filed a complaint with them (it has not been looked at it either) and just recently with the Financial Ombudsman. There is obviously an issue with my request but no one is able to tell me what it is so I can act on it. I also understand the coronavirus pandemic has increase the response times, but 4 months is beyond excessive.
Has anyone else gone through the same predicament with NS&I? Can anyone offer any advice?

-taff

Are you the executor?

lisyloo

Im guessing the issue might be your rights to the information. you don't automatically have rights to your partners accounts.

Was there a will?

Are you named as executor in the will?

xylophone

I requested a valuation of my ex-partners accounts for probate purposes 4 months ago.

Late partner?

You are applying for probate as the executor of the will of the deceased?

https://www.nsandi.com/what-do-i-do-if-nsi-customer-has-died

Due to the coronavirus outbreak, we have smaller teams at the moment. Normally we would reply to you by post within seven days of receiving your form. However, during this time, we are experiencing significant delays and we aim to respond in around 4 weeks. Please bear with us.

DairyQueen

Nightmare dealing with NS&I on deceased estates at the moment. We have been waiting for almost 5 weeks for them to release the funds in late mum-in-law's account and no end in sight.

lisyloo

DairyQueen said:

Nightmare dealing with NS&I on deceased estates at the moment. We have been waiting for almost 5 weeks for them to release the funds in late mum-in-law's account and no end in sight.

Sorry for your loss
 Would you be kind enough to keep us updated on that please

poppystar

Had chat with NS&I this morning and they said there are currently working on forms received 12th June, so they are working more like six weeks behind now. 

Not that that that helps you OP if you sent yours off months ago.

lisyloo

Personally I don't mind if things take longer, but I find it's really good to have expectations set so I'm not having to continually chase.

I was expecting around 2 months for NSI anyway.

Marcon

oscaritomiranda said:

I requested a valuation of my ex-partners accounts for probate purposes 4 months ago. After hours on the phone being on hold or speaking to advisors who could not provide any useful information I am losing the will to live. I have filed a complaint with them (it has not been looked at it either) and just recently with the Financial Ombudsman. There is obviously an issue with my request but no one is able to tell me what it is so I can act on it. I also understand the coronavirus pandemic has increase the response times, but 4 months is beyond excessive.
Has anyone else gone through the same predicament with NS&I? Can anyone offer any advice?

What authority have you provided to NS&I to enable them to give you information about your ex-partner? Presumably you are an executor of the will and have sent them a certified copy?

JGB1955

I sent NS&I a bereavement claim form in respect of my father's Income Bond on 13 June.  Had their reply (dated 18 July) back today.

They didn't require a copy of the will as I confirmed that I would be applying for probate.  Once that's obtained I guess it's another 6+week wait for payment.  The wheels of government/officialdom move very slowly!  The wheels of the War Disablement Pension people move even slower.

lisyloo

JGB1955 said:

I sent NS&I a bereavement claim form in respect of my father's Income Bond on 13 June.  Had their reply (dated 18 July) back today.

They didn't require a copy of the will as I confirmed that I would be applying for probate.  Once that's obtained I guess it's another 6+week wait for payment.  The wheels of government/officialdom move very slowly!  The wheels of the War Disablement Pension people move even slower.

There’s a global pandemic on and some offices are down on staff.
i don’t know in NSIS case why staff can’t work from home, perhaps they weren’t set up to do that?
everything is taking longer.
afaik the delay at nsi is related to the pandemic (I’ve spoke to them).