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10 Posts

Posted - 10 June 2021 :  06:53:17  Show Profile  Reply with Quote
Hi all,

Just wondering what the trustee does as part of the final review, do they review bank statements, wage slips, HMRC information for the duration of the trust deed, or is just a case of verifying that the trust deed has been satisfied with no outstanding PPI etc?


Paul McDougall
Trust Deed Expert

114 Posts

Posted - 10 June 2021 :  08:21:42  Show Profile  Reply with Quote
Hi Alasdair

Each firm will have their own review process. Our firms final review is to check PPI investigations , confirm all assets and contributions received.


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