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.
The MSE Forum Team would like to wish you all a Merry Christmas. However, we know this time of year can be difficult for some. If you're struggling during the festive period, here's a list of organisations that might be able to help
📨 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!
Has MSE helped you to save or reclaim money this year? Share your 2025 MoneySaving success stories!
Switching Current Account to HSBC - requesting pension statements
thriftytracey
Posts: 717 Forumite
Hi
When employed I used to switch accounts quite regularly. I haven't done it for a while but decided to switch our joint Nationwide FlexAccount to HSBC account. We are now retired. I have had an email from them requesting we upload pension statements. Previous switches went through without sight of any documents, although I would have provided employer address. I am not sure what they mean by pension statements. My husband is in receipt of state pension he doesn't have a statement for that however it has been less than 12 months since it started and perhaps you get a statement after 12 months? We also have personal pensions and annually receive a letter advising current values of fund value and drawdown details.
It does look like a genuine email however I will check it out first. Just wondered if this was the normal process?
When employed I used to switch accounts quite regularly. I haven't done it for a while but decided to switch our joint Nationwide FlexAccount to HSBC account. We are now retired. I have had an email from them requesting we upload pension statements. Previous switches went through without sight of any documents, although I would have provided employer address. I am not sure what they mean by pension statements. My husband is in receipt of state pension he doesn't have a statement for that however it has been less than 12 months since it started and perhaps you get a statement after 12 months? We also have personal pensions and annually receive a letter advising current values of fund value and drawdown details.
It does look like a genuine email however I will check it out first. Just wondered if this was the normal process?
0
Comments
-
HSBC are very choosy. They don't want customers with low incomes - that's why they ask for proofs if they have any doubts.Are there no statements available online that you could print out or screenshot?0
-
Based on timings reported in here I'm hopeful mine will be a nice extra Christmas/New Year 'present'
0 -
I have identified statements for three personal pensions. I have a state pension letter which confirms my husband's annual pension. That will have to do. I will scan them and upload.grumbler said:Are there no statements available online that you could print out or screenshot?
I just hope this isn't the first of many requests.
0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.9K Banking & Borrowing
- 253.9K Reduce Debt & Boost Income
- 454.7K Spending & Discounts
- 246K Work, Benefits & Business
- 602.1K Mortgages, Homes & Bills
- 177.8K Life & Family
- 259.9K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards