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Old Lloyds TSB Endowment

My partner has a old endowment not attached to a mortgage was set to mature 2015. I can only find a few bits of paper on the policy. Where can I find out what the surrender value is? and how to proceed. Any help is greatly appreciated.

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  • dunstonh
    dunstonh Posts: 121,122 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Where can I find out what the surrender value is?

    Ask LloydsTSB. Every branch has a tied rep who is authorised to give out info. Alternatively, you can contact the Chatham office of Scottish Widows (which used to be the old Black Horse Life office) and they will give it to you over the phone.
    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.
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