Found some old Pension documents and seeking some guidance please

smca1011

Clearing through old personal papers myself and my wife have found documents relating to old pensions, which to be honest we have no idea if they were transferred when moving jobs or were just lapsed. 

I have found an old document from TSB with pension details which was started in 19-08-1993. At the time of the letter we have dated Feb 1998, the Plan states that it had 106,590 Units in a TSB Managed Pension Fund and a fund value of £1,733.47.

I am unsure at what stage this Fund was lapsed / finished, and if even transferred or not to another pension. Will it likely be worth anything as it stands if it was not transferred as the document i have provides projections for both 2026 & 2031.

Any advice or guidance would be gratefully appreciated. Many Thanks in advance.

molerat

There is only one way you are going to find out and that is by contacting TSB.  You have the paperwork which is way ahead of most people trying to find out about old pensions.

frugalmacdugal

Hi,

is THIS the fund or has it maybe been renamed.?

xylophone

I have found an old document from TSB with pension details which was started in 19-08-1993. At the time of the letter we have dated Feb 1998, the Plan states that it had 106,590 Units in a TSB Managed Pension Fund and a fund value of £1,733.47.

Are there contact details on the letter?  Was TSB administering the pension at the time?  In 1995 TSB was merged with Lloyds Bank - there was a demerger in 2013.

With regard to the Fund, it seems likely that post merger it was renamed Lloyds TSB Managed Pension Fund?

Is it this?

https://markets.ft.com/data/funds/tearsheet/historical?s=GB0001019818:GBP

smca1011

molerat said:

There is only one way you are going to find out and that is by contacting TSB.  You have the paperwork which is way ahead of most people trying to find out about old pensions.

Many thanks for the information. I have booked a telephone appointment with TSB just to check if it is of any current worth.

dunstonh

smca1011 said:

molerat said:

There is only one way you are going to find out and that is by contacting TSB.  You have the paperwork which is way ahead of most people trying to find out about old pensions.

Many thanks for the information. I have booked a telephone appointment with TSB just to check if it is of any current worth.

Cancel that appointment.  TSB won't be able to help you. Modern-day TSB is not the same as the historic TSB.  It's a completely separate company.  

Scottish Widows is where you need to ask.   TSB Life got merged with Black Horse Life into Lloyds TSB Life which later merged into Scottish Widows (after Lloyds bought SW)

smca1011

dunstonh said:

smca1011 said:

molerat said:

There is only one way you are going to find out and that is by contacting TSB.  You have the paperwork which is way ahead of most people trying to find out about old pensions.

Many thanks for the information. I have booked a telephone appointment with TSB just to check if it is of any current worth.

Cancel that appointment.  TSB won't be able to help you. Modern-day TSB is not the same as the historic TSB.  It's a completely separate company.  

Scottish Widows is where you need to ask.   TSB Life got merged with Black Horse Life into Lloyds TSB Life which later merged into Scottish Widows (after Lloyds bought SW)

Yes i managed to find a little bit more info from links and have been in touch with Scottish Widows. They are sending me out some policy documents to my new address. The policy was actually transferred over to them which is what we suspected. Many thanks