Hello all
We are currently in the process of buying a new house and taking a longer term than we wanted to for first 5 years as my wife goes on maternity soon so wanted lower monthly payments.
The mortgage company want to see a pension forecast for myself (I'm 38 year old Postie and been with RM for nearly 5 years) as our mortgage term takes us over my retirement age (taking out 35 years).
Who would I have to contact to get this forecast? I've always just put pension stuff to the back of my mind until now.
Cheers in advance you legends.
ANNOUNCEMENT : ALL OF ROYAL MAIL'S EMPLOYMENT POLICIES (AGREEMENTS) AT A GLANCE (Updated 2021)... HERE
ANNOUNCEMENT : PLEASE BE AWARE WE ARE NOT ON FACEBOOK AT ALL!
Mortgage - Pension Forecast Required
-
RobertT
- EX ROYAL MAIL
- Posts: 6644
- Joined: 09 Sep 2007, 14:26
- Gender: Male
Re: Mortgage - Pension Forecast Required
You're presumably in the RM Defined Contribution Plan with Scottish Widows?
You should be getting an annual paper statement each year.
Whether you can request a statement at any other time, I don't know, but you can login to the Money4Life website to get an up to date valuation.
All in the info on your plan is via this link: https://www.scottishwidows.co.uk/save/royalmaildcplan/
You should be getting an annual paper statement each year.
Whether you can request a statement at any other time, I don't know, but you can login to the Money4Life website to get an up to date valuation.
All in the info on your plan is via this link: https://www.scottishwidows.co.uk/save/royalmaildcplan/
Links to all RM pension related websites are here
-
RnRDave
- Posts: 6
- Joined: 31 Oct 2016, 18:29
- Gender: Male
Re: Mortgage - Pension Forecast Required
Brilliant thank you!
I will try and give them a ring tomorrow. I think I threw away any previous letters.
I will try and give them a ring tomorrow. I think I threw away any previous letters.