Weird Letter from Pension trustees

[smintram]

Well, it would appear that their letter was a pigs ear. They wanted to know if he had any children, and if so if I could send them a birth certificate. Telling them that he had no dependants or birth certificate, I'm guessing that his pension will now be lost.

[Sam101]

Why do you think that? You have not mentioned if he had a wife or any children,, so what was his situation regarding any wife or children?

[smintram]

No, none...as mentioned above.

[Sam101]

So what makes you think you will not inherit. Are there any other blood relatives other than you and your brother?

[smintram]

It now transpires that all 3 of us ( brothers) have received the same letter, which probably means they're thinking down that line. They left it so long now, that it is probably subject to inheritance tax.

[Sam101]

Inheritance tax only affects estates worth more than £325,000. There are also individual allowances before that so I doubt very much that tax will be an issue. Also Pension funds were always built up in Trust and tax did not come into question.

[smintram]

Oh thank you for that info.. sounds good...may be able to pay the electricity bill this year then

[Hagalout]

Don't hold your breath

[smintram]

Anyways, We have all now got a letter from them, saying that we are entitled to £133 death benefits Doesn't sound right, but there you go...Any thoughts?

[Sam101]

Have they explained the details as to how that figure was reached. If not , ask them.

[smintram]

Ok, Sam101 ...They did say, if there were any question, to ask them. Just hope they're able to answer that, or it will forever be a mystery.

[Sam101]

There should be no reason that they will not answer as it is a perfectly reasonable question which they could have avoided by sending the details in the first place.

[smintram]

Exactly...unlikely that they've embezzled it, but I'm sending the letter now.