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Pension Share - Annex A?

gammyleg
Posts: 29 Forumite

I have one final pension share to hand over to my ex wife. It is a workplace DC pension with L&G and I/they have the court stamped order for 46% of it's value to be transferred.
L&G have been the most obstructive company I have ever dealt with and have now requested that I send a copy of Annex A to progress the transfer. That's it, Annex A. No further description or details as to what Annex A is.
I've checked all my correspondence and court documents but can find no form with this title.
I have asked them to elaborate but as with all comms with them I will have to wait for at least 5 days for their response.
Can anyone tell me what Annex A is???
Thanks in advance.
L&G have been the most obstructive company I have ever dealt with and have now requested that I send a copy of Annex A to progress the transfer. That's it, Annex A. No further description or details as to what Annex A is.
I've checked all my correspondence and court documents but can find no form with this title.
I have asked them to elaborate but as with all comms with them I will have to wait for at least 5 days for their response.
Can anyone tell me what Annex A is???
Thanks in advance.
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Comments
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L&G have been the most obstructive company I have ever dealt with and have now requested that I send a copy of Annex A to progress the transfer. That's it, Annex A. No further description or details as to what Annex A is.I don't see them being difficult for asking for that as its part of the court order and normal for it to be required.
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 -
gammyleg said:I have one final pension share to hand over to my ex wife. It is a workplace DC pension with L&G and I/they have the court stamped order for 46% of it's value to be transferred.
L&G have been the most obstructive company I have ever dealt with and have now requested that I send a copy of Annex A to progress the transfer. That's it, Annex A. No further description or details as to what Annex A is.
I've checked all my correspondence and court documents but can find no form with this title.
I have asked them to elaborate but as with all comms with them I will have to wait for at least 5 days for their response.
Can anyone tell me what Annex A is???
Thanks in advance.Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!0 -
dunstonh said:L&G have been the most obstructive company I have ever dealt with and have now requested that I send a copy of Annex A to progress the transfer. That's it, Annex A. No further description or details as to what Annex A is.I don't see them being difficult for asking for that as its part of the court order and normal for it to be required.
I have had to give over three other DC pensions as part of the settlement, none of the other pension companies requested this mysterious Annex.
BTW, the question was WHAT IS ANNEX A???0 -
https://www.gov.uk/government/publications/make-or-change-a-pension-sharing-order-form-p1
Not entirely sure i've ever seen the "A" part referenced i must admit but i could also very well just not have noticed0 -
Did some googling and came across this
Along with the main court order, which sets out the financial settlement, the court will also issue a pension sharing annex. A pension sharing annex sets out what percentage of and to whom a specific pension is to be shared. Within any final order, the court will direct the couple to send the pension sharing annex to the pension provider.
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gammyleg said:dunstonh said:L&G have been the most obstructive company I have ever dealt with and have now requested that I send a copy of Annex A to progress the transfer. That's it, Annex A. No further description or details as to what Annex A is.I don't see them being difficult for asking for that as its part of the court order and normal for it to be required.
I have had to give over three other DC pensions as part of the settlement, none of the other pension companies requested this mysterious Annex.
BTW, the question was WHAT IS ANNEX A???Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!0 -
Thanks for all your posts. This is the message which I received from L&G.
The document you have sent us is the Pension Sharing Annex. We require a copy of the Annex A. This is a document which will be headed ‘Annex A’.
That's it. Nothing else. Again I've looked through all my court paperwork and can find nothing. As JoeCrystal posted above, I've googled this to death and can find no reference to this document anywhere.
My frustration is heightened by their refusal to answer calls and my reliance on them responding to emails, which they make full use of the 5 day turnaround time... every time!
The full saga has dragged on for nearly three years now as they refused to action the original court stamped order on what in, my opinion, was a nonsense.0
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