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Expert Lu
Expert Lu, Consultant
Category: Pensions
Satisfied Customers: 310
Experience:  ACCA Diploma
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My husbands left all his estate to myself his wife in his

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My husbands left all his estate to myself his wife in his Will. He also named me as the sole beneficiary of his pension. However, they are not releasing the funds to me until they have asked questions to his estranged adult children. Is this normal practise?
JA: What is your current age and retirement age?
Customer: 56 and I will retire either at 60 or 67 whenever I can afford to
JA: Is there anything else the Accountant should know before I connect you? Rest assured that they'll be able to help you.
Customer: no I don’t think so
Customer: replied 17 days ago.
How long do I have to wait for an answer please?

Hello and welcome!

I am an expert with Just Answer and I am happy to assist you with your question.

I am currently reviewing your question and I will get back to you .

Thank you in advance

Customer: replied 17 days ago.
Thank you, ***** ***** see my question above? Or shall I type it again
Customer: replied 17 days ago.
May I add, what do you think the questions they would ask then are? I’m in touch sporadically with his younger son who’s 24 by text but he’s not answered when I’ve asked for his address. He wouldn’t give his Father his address either?!

I am very sorry to hear of your situation  and also sorry on the padding of your husband.

I can see the question , thank you.

Can you kindly  clarify what probate ruled ?

Customer: replied 17 days ago.
What do you mean by what probate ruled? The estate isn’t large enough to go through probate
Customer: replied 17 days ago.
What is the addition amount to speak on the telephone please?

Yes it is automated .I can still assist you via email.

Customer: replied 17 days ago.
I don’t want to switch to telephone thank you

Noted thank you.

It is a very normal process , the questions are just ground checks on your relationship  with the deceased and to ensure they are aware of the deceased estates decision .

Please kindly  feel free to ask if you need me to clarify my answer.

All the best

Expert Lu.

Customer: replied 17 days ago.
Thank you. I understand. I guess I should send them a copy of the Will if I get the address!

You are most welcome.

Please kindly  forward them a copy . I am positive all will be well after that procedure .

All the best.

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