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CAN I STILL GET UP TO 25% TAX FREE?

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Comments

  • DRS1
    DRS1 Posts: 1,860 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    The OP's description of the payments taken so far sound like UFPLS.  If that is all he has taken it sounds like whatever is left should be uncrystallised.

    Of course that may be a dangerous assumption.  So as others say do check with the provider.
  • Roger175
    Roger175 Posts: 308 Forumite
    Part of the Furniture 100 Posts Name Dropper Combo Breaker
    DRS1 said:
    The OP's description of the payments taken so far sound like UFPLS.  If that is all he has taken it sounds like whatever is left should be uncrystallised.

    Of course that may be a dangerous assumption.  So as others say do check with the provider.
    I agree that the OP's description sounds like UFPLS, but Wilson Towers Watkins are administrators for many DB schemes, so I think the OP needs to clarify things further.
  • DRS1
    DRS1 Posts: 1,860 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Roger175 said:
    DRS1 said:
    The OP's description of the payments taken so far sound like UFPLS.  If that is all he has taken it sounds like whatever is left should be uncrystallised.

    Of course that may be a dangerous assumption.  So as others say do check with the provider.
    I agree that the OP's description sounds like UFPLS, but Wilson Towers Watkins are administrators for many DB schemes, so I think the OP needs to clarify things further.
    I missed the mention of Willis Tower Watson (simultaneous posts) so I agree he needs to check.  I associate them with occupational schemes but it could still be DC.
  • DRS1 said:
    Roger175 said:
    DRS1 said:
    The OP's description of the payments taken so far sound like UFPLS.  If that is all he has taken it sounds like whatever is left should be uncrystallised.

    Of course that may be a dangerous assumption.  So as others say do check with the provider.
    I agree that the OP's description sounds like UFPLS, but Wilson Towers Watkins are administrators for many DB schemes, so I think the OP needs to clarify things further.
    I missed the mention of Willis Tower Watson (simultaneous posts) so I agree he needs to check.  I associate them with occupational schemes but it could still be DC.
    Yes I can confirm it was a DC scheme.
  • Albermarle
    Albermarle Posts: 29,161 Forumite
    10,000 Posts Seventh Anniversary Name Dropper
    My provider is a nightmare to deal with 

    I wasn't surprised when you said it was WTW.....
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