01516680386
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- :) replies to Hiriam| 1 replyMore customer complaints on @warrentywise
- :( replies to :)Don't worry Lawrence is on the case, expect a full retraction and a 3 year deal ?
https://twitter.com/LHWHITTAKER - Paul T| 14 repliesSuggest to members that the proof of debt form goes back on the back of your recently received lettet
- Confused replies to Paul T| 13 repliesDo we put the whole pension lot on there or minus the loan i got or add it separately somehow?
- Confused replies to Confused| 1 replyI mean do we have to pay that back now as well or can we keep it and take it away from our pot that was moved across?
- Good question replies to ConfusedWon't the IS have to recover all assets including loans made out to everyone ? That is what would happen with ''normal" pension schemes. If that happens then will HMRC ask for tax too on the loans? Any pension experts out there able to answer this one?
- Paul T replies to Confused| 10 repliesWhole ...total at the start
- Just being helpful replies to Paul T| 9 repliesImperial is totally separate from capita oak . Imperial was not the trustee and the or has been informed of this point.
- Who was? replies to Just being helpful| 7 repliesWho was trustee?
- Just being helpful replies to Who was?| 6 repliesThere was no trustee ,just an administrator
- Paul T replies to Just being helpfulI agree though the O R I hope will attempt first to realise the asset..
A pertinent event re Transeuro next month which has been noted on other WCM sites..such as Careys - ITSL replies to Just being helpful| 1 replyPart of the con was it to have trustee as part of Imperial's name?
- change replies to ITSLWhy do you post using a different name every time?
- Confused replies to Just being helpful| 3 repliesthis is the declaratoin that was signed to apply for this scheme, typing it out from the form directly it mentions trustees. it says they are responsible for all decisions and so who is going to be found responsible? so there were no trustees and does that mean this application should be cancelled?
The information in this application form is true and complete and it forms the basis of my application to join Capita Oak Pension Scheme
I understand that neither the trustees, administrators or the managers of the Capita Oak pension scheme are not authorised to give, nor have they given to me any financial , tax, investment, legal or other advice.
I authorise the trustees, administrators or managers of the Capita Oak pension scheme, on my admission to membership, to deduct 5% from the assets of my member account under the Capita Oak pension scheme, and also where applicable to settle from my member account any third party fees as set out in any signed agreement and relating to the services provided by those parties. I authorise the trustees, administrators or managers of the scheme to carry out checks to confirm my identity, residence or such other checks as may be considered appropriate
I fully nderstand that the trustees, administrators or managers of the scheme are solely responsible for all decisions relating to the purchase, retention and sale of investments forming part of my membership. Furthermore, I agree to hold the trustees, administrators or managers fully indemnified against again claim in respect of such decisions.
If it is considered necessary in the best interest of the scheme and its members, the assets and liabilities of The Capita Oak pension scheme may be transferred to a Qualifying Recognised Overseas Pensions Scheme or to another scheme or arrangement. Members will be informed if this is to happen. By becoming a member you agree to such arrangements being made. - Paul T replies to ConfusedI wish it was as simple as cancelling the application...if it's cancelled ..which is in effect what's going on now..the assets need to be realised...and that's proving to be extremely difficult for many not only C O members
- Tam| 23 repliesJust a thought,,, but has any one received Tax demand yet?
- Just being helpful replies to Confused| 1 replyYou clearly state that it says on the form ..... trustee, administrator or manager Not just trustee ,so there you have it , imperial did not declare themselves trustees on the very first document .
- QROPS| 1 replyHow can it be transferred to a QROPs? No member would qualify for one. I doubt that any are thinking of going to live overseas
- Paul T replies to QROPSNews to me if the scheme is QROPS though i would NOT be cyprised (!!) if it was.
It could be transferred though no point due to your last point etc. - Peter replies to Tam| 22 repliesDoes tam stand for trustees, administrators and managers as per the declaration ?!
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