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Hello everyone. I'm a newbe to this forum. I've read other posts regarding the same subject as mine as my scenario is very similar. But there isn't any info (that I could see) regarding outcomes.
Sadly my 88 year old mum passed away suddenly in April this year. Mum had Attendance Allowance (higher rate) and Guaranteed pension credit. I know Age concern helped her with the attendance allowance form but I don't know how she got her pension credit! Thinking everything had been sorted I split mums estate with my brother at the beginning of this month. However I received a letter from the Recovery team with a form to complete listing all of mums assets. I did this and duly sent it back. However I'm now concerned as they included Premium bonds, unit trusts, ISA's etc on the form. Do they consider them as savings/income as mum had unit trusts, an ISA and life assurance. She wasn't very mobile and was quite frugal with her money so consequently she had over 29k in her bank and post office account. On two occasions my mum had me ring DWP because she was worried about getting benefits whilst she had so much money in her accounts. On both occasions I was told that mum could win the lottery and it wouldn't affect her guaranteed pension credit! My mum was a very honest woman and wouldn't have done anything dishonest. If she hadn't mentioned the unit trust, ISA etc it would be because she either didn't consider them as savings (if that's what they are?) or forgot she had them! What's likely to happen please? 😔 Thank you in advance.
Sadly my 88 year old mum passed away suddenly in April this year. Mum had Attendance Allowance (higher rate) and Guaranteed pension credit. I know Age concern helped her with the attendance allowance form but I don't know how she got her pension credit! Thinking everything had been sorted I split mums estate with my brother at the beginning of this month. However I received a letter from the Recovery team with a form to complete listing all of mums assets. I did this and duly sent it back. However I'm now concerned as they included Premium bonds, unit trusts, ISA's etc on the form. Do they consider them as savings/income as mum had unit trusts, an ISA and life assurance. She wasn't very mobile and was quite frugal with her money so consequently she had over 29k in her bank and post office account. On two occasions my mum had me ring DWP because she was worried about getting benefits whilst she had so much money in her accounts. On both occasions I was told that mum could win the lottery and it wouldn't affect her guaranteed pension credit! My mum was a very honest woman and wouldn't have done anything dishonest. If she hadn't mentioned the unit trust, ISA etc it would be because she either didn't consider them as savings (if that's what they are?) or forgot she had them! What's likely to happen please? 😔 Thank you in advance.
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