Proof of Pension for LPA reduction fee

Under_the_Radar_2

Not sure if this is the most appropriate place as it is more about applying for an LPA (Lasting Power of Attorney) than pension - but essentially my parents whom I am setting up an LPA on their behalfs are both under the 12k annual income which means they can apply for a 50% reduction. Their filing leaves a lot to be desired - does anyone have any experience what will and won't be accepted as proof? They don't accept bank statements, I think I will be able to track down their state pension statements for the last year, but my Dad has a tiny (£1000 per year) private pension and very little information about it. Is it just a case of finding a recent statement from them / state pension and sending it off with the application & if I can't locate recent state pension statements are they easy enough to obtain? A quick google didn't show much on how to request one..  Thanks for any advice. 

Marcon

They're pretty strict on sticking to what their guidelines stipulate must be supplied, but your dad's pension provider should be able to help if you can't find anything which will fit the bill (?letter detailing his private pension increase for the forthcoming year perhaps?): https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/600966/LPA120-Lasting-power-of-attorney-and-enduring-power-of-attorney-fees.pdf

Hopefully someone else can give you info about how easy it is to get a state pension statement.

squirrelpie

They send a statement of what the next year's payments will be in February each year. Last year's would seem to meet the required "Non-means-tested benefits and pensions – an official letter or notice from the payer."

Marcon

squirrelpie said:

They send a statement of what the next year's payments will be in February each year. Last year's would seem to meet the required "Non-means-tested benefits and pensions – an official letter or notice from the payer."

If OP can find it - and there seems to be some doubt, hence their question about how easy it is to obtain another (presumably sooner than February).

Under_the_Radar_2

Thanks for the replies, I am half way there - found his last state pension statement, so now it is just a case of locating his most recent p60 from his small private pension, I have his 18/19 so worst way I will try and use that. When I originally posted it I couldn't even find what company that was with, so it is a vast improvement . Thanks again. 

Malthusian

If your dad rings them up the pension company should be able to provide written confirmation of exactly how much is payable - it's a very simple request and two weeks maximum would be the standard response time (although some will be slow).

Fizzymich72

My father has tried contacting HMRC to ask for a statement of his pension and has been told he needs to request this online. Obviously at 91 online is not really an option for him. Do you know if I can request this on behalf of him? A number I could call? or a link to the correct online area?

Marcon

Fizzymich72 said:

My father has tried contacting HMRC to ask for a statement of his pension and has been told he needs to request this online. Obviously at 91 online is not really an option for him. Do you know if I can request this on behalf of him? A number I could call? or a link to the correct online area?

Try https://www.gov.uk/guidance/annual-tax-summary

Nothing to stop you setting up a Government Gateway account on his behalf (or at least trying to!).