Have you reclaimed old bank accounts/savings/investments? Success Stories wanted!

Tiffa_2

Hi everyone, sorry if ive posted this in the wrong place, im still finding my way around this great site !

Im needing some help with a trust fund.

My nan & granddad, on my fathers side, set up a trust fund for me when I was young, ( im now 40 ) and I wondering how I can claim it ( if that's the right words ) Im not in contact with my father. I haven't seen him since I was 3yrs old, and I believe both my grandparents passed away a while ago now. I don't know how trust funds work, or if im still entitled to the trust fund that was set up ?

thank you for any help
:-)

theluckofthedraw

Hi,

Just wanted to say, through help reading this site my husband has been reunited with an old Prudential policy from 1989 and the first statement showing all the figures as at March 2014 with a plan value of £40,845.12!!!

It appears that this is an 'on death' policy and goes on to talk about former protected rights , lump sums (25%) etc which doesnt help in decisions. He hasn't paid into this for years and currently has two pensions with employers .

A small lump sum would be nice right now, but not sure of which way to deal with this?

thanks again everyone!

dunstonh

t appears that this is an 'on death' policy and goes on to talk about former protected rights , lump sums (25%) etc which doesnt help in decisions.

Its a pension.

A small lump sum would be nice right now, but not sure of which way to deal with this?

Depends on what he wants to do with his pension

theluckofthedraw

Thanks dunstonh,

It's a pension you're right!

As he had forgot about this and has since for the last 15/20 years been paying into other pension schemes he is not sure what he wants to do with it, but if he could take a sum out of this it would help at the moment.

I guess what I am saying in a roundabout way is he wants to draw money from it.

thanks again:)

Tiddy88

Hello I am new to this wonderful site.. I was wondering if anyone could shed some light or point me in some kind of direction...my dad moved to America 8yrs ago where he married a woman ...sadly he got killed 6yrs back it went through court (in USA) his wife got a settlement... I visit my grandmother regularly... She always brings up the point of why he was over here he had a Norwich Union pension..and she always brings it up I was wondering of there is anyway of find out about this pension he had... My grandmother is adiment that it's got to be somewhere.. any information would be greatful ..

PeacefulWaters

Tiddy88 wrote: »

Hello I am new to this wonderful site.. I was wondering if anyone could shed some light or point me in some kind of direction...my dad moved to America 8yrs ago where he married a woman ...sadly he got killed 6yrs back it went through court (in USA) his wife got a settlement... I visit my grandmother regularly... She always brings up the point of why he was over here he had a Norwich Union pension..and she always brings it up I was wondering of there is anyway of find out about this pension he had... My grandmother is adiment that it's got to be somewhere.. any information would be greatful ..

Contact Aviva.

http://www.aviva.co.uk/personal-pension/existing-customers/contact.html

innovate

Or the pension tracing service as a last resort https://www2.dwp.gov.uk/tps-directgov/en/contact-tps/pension-tracing-form.asp

[Deleted User]

Tiddy88 wrote: »

Hello I am new to this wonderful site.. I was wondering if anyone could shed some light or point me in some kind of direction...my dad moved to America 8yrs ago where he married a woman ...sadly he got killed 6yrs back it went through court (in USA) his wife got a settlement... I visit my grandmother regularly... She always brings up the point of why he was over here he had a Norwich Union pension..and she always brings it up I was wondering of there is anyway of find out about this pension he had... My grandmother is adiment that it's got to be somewhere.. any information would be greatful ..

Hi Tiddy88

We can help look into this for you if you can email me at social@aviva.co.uk with your fathers

Full name
Date of birth
Post code / last address
Your MSE username so we can link your email to this post

With this information we can hopefully trace the pension for you and let you know what happened with it.

Kind regards

Dave
Aviva Social Media Team

shell38

Ive found old national savings school bank acct dated bk to dec 82 only £1. In it x. Much interest n much will it b worth lol xx

bowlhead99

shell38 wrote: »

Ive found old national savings school bank acct dated bk to dec 82 only £1. In it x. Much interest n much will it b worth lol xx

My expectation is that it will probably be about as valuable to you as the English language education that you received at school in the Eighties, innit, lol.