Omega Owners Forum

Chat Area => General Discussion Area => Topic started by: STEMO on 23 July 2018, 15:52:52

Title: Windfall
Post by: STEMO on 23 July 2018, 15:52:52
I worked for Vauxhall motors in Ellesmere Port for about 8 months in the early seventies. During this time, I paid into a company pension. Today I received a letter informing me that this pension would now pay out.
I can take a lump sum of £38.80, the first 25% being tax free, but the remaining 75% being subject to income tax, which the pension company, Abbey Life, will deduct.
Or...I can take an annual pension of £1.94. This may be subject to income tax, depending on my personal circumstances.
They advise me to contact an independent financial advisor before making a decision.

What would you do?  ;D
Title: Re: Windfall
Post by: Lizzie Zoom on 23 July 2018, 16:00:11
I worked for Vauxhall motors in Ellesmere Port for about 8 months in the early seventies. During this time, I paid into a company pension. Today I received a letter informing me that this pension would now pay out.
I can take a lump sum of £38.80, the first 25% being tax free, but the remaining 75% being subject to income tax, which the pension company, Abbey Life, will deduct.
Or...I can take an annual pension of £1.94. This may be subject to income tax, depending on my personal circumstances.
They advise me to contact an independent financial advisor before making a decision.

What would you do?  ;D

Surprise, surprise........take the £38.80 and run!! ;D ;D ;D
Title: Re: Windfall
Post by: STEMO on 23 July 2018, 16:03:44
I worked for Vauxhall motors in Ellesmere Port for about 8 months in the early seventies. During this time, I paid into a company pension. Today I received a letter informing me that this pension would now pay out.
I can take a lump sum of £38.80, the first 25% being tax free, but the remaining 75% being subject to income tax, which the pension company, Abbey Life, will deduct.
Or...I can take an annual pension of £1.94. This may be subject to income tax, depending on my personal circumstances.
They advise me to contact an independent financial advisor before making a decision.

What would you do?  ;D

Surprise, surprise........take the £38.80 and run!! ;D ;D ;D
About £33 after tax...I could put half a tank of diesel in with that.  :)
Title: Re: Windfall
Post by: Lizzie Zoom on 23 July 2018, 16:07:03
I worked for Vauxhall motors in Ellesmere Port for about 8 months in the early seventies. During this time, I paid into a company pension. Today I received a letter informing me that this pension would now pay out.
I can take a lump sum of £38.80, the first 25% being tax free, but the remaining 75% being subject to income tax, which the pension company, Abbey Life, will deduct.
Or...I can take an annual pension of £1.94. This may be subject to income tax, depending on my personal circumstances.
They advise me to contact an independent financial advisor before making a decision.

What would you do?  ;D

Surprise, surprise........take the £38.80 and run!! ;D ;D ;D
About £33 after tax...I could put half a tank of diesel in with that.  :)

 ;D ;D
Title: Re: Windfall
Post by: biggriffin on 23 July 2018, 16:32:38
Transfer the lot into your other provider.
Title: Re: Windfall
Post by: dave the builder on 23 July 2018, 16:34:26
Now you made it public, expect begging letters and friends and family, who you have not seen in years to appear  :(
Title: Re: Windfall
Post by: STEMO on 23 July 2018, 16:41:37
Now you made it public, expect begging letters and friends and family, who you have not seen in years to appear  :(
I don't have any friends and most of my family moved...during the night. Hard to fathom why, really. :-\
Title: Re: Windfall
Post by: Sir Tigger KC on 23 July 2018, 17:29:28
Take the £1.94 per annum, as you said in another thread that you come from a family that has enjoyed longevity!  ;)

As the amount is so small, you might not have to pay tax on it, so after 17 years you'll be in profit!  :)



Title: Re: Windfall
Post by: Rods2 on 23 July 2018, 18:08:49
Consider taking the £1.94 as that is a 5% return. Ask them if you get a guaranteed payment length, say you are looking for 5 years as a minimum and is there any annual inflation escalation, while keeping a straight face and taking in a deeply serious voice,  but she might have to discuss it with her boss before she gets back to you. ;D ;D ;D

If she suggests that you are taking the pee, tell her, well your letter started it. ;D ;D ;D

So, then take the mighty lump sump and look to buy an open market annuity with it. ;D ;D ;D
Title: Re: Windfall
Post by: 2boxerdogs on 23 July 2018, 18:27:06
Spend it wisely 😀😁😂
Title: Re: Windfall
Post by: BazaJT on 23 July 2018, 19:12:06
Take the lump sum and you might actually be able to buy some shoes that fit you properly :-*
Title: Re: Windfall
Post by: biggriffin on 23 July 2018, 19:23:33
I worked for Vauxhall motors in Ellesmere Port for about 8 months in the early seventies. During this time, I paid into a company pension. Today I received a letter informing me that this pension would now pay out.
I can take a lump sum of £38.80, the first 25% being tax free, but the remaining 75% being subject to income tax, which the pension company, Abbey Life, will deduct.
Or...I can take an annual pension of £1.94. This may be subject to income tax, depending on my personal circumstances.
They advise me to contact an independent financial advisor before making a decision.

What would you do?  ;D


How did you achieve that, at a car plant in Liverpool in the 70's.
Title: Re: Windfall
Post by: BazaJT on 23 July 2018, 19:27:16
Must've been a strike breaker :D :D :D
Title: Re: Windfall
Post by: Shackeng on 23 July 2018, 19:45:15
Steve, I think given the variety of advice offered, you should consult your financial adviser, ignore him, and then buy another Omega with the £38.80. ::) :y
Title: Re: Windfall
Post by: STEMO on 23 July 2018, 19:51:19
Steve, I think given the variety of advice offered, you should consult your financial adviser, ignore him, and then buy another Omega with the £38.80. ::) :y
I'd need an estate, and it would have to be a facelift. I might have to put a tenner towards the payout. :-\
But, yes, worth considering.
Title: Re: Windfall
Post by: Doctor Gollum on 24 July 2018, 04:05:01
Steve, I think given the variety of advice offered, you should consult your financial adviser, ignore him, and then buy another Omega with the £38.80. ::) :y
I'd need an estate, and it would have to be a facelift. I might have to put a tenner towards the payout. :-\
But, yes, worth considering.
For £33 I might even wash it for you when you collect it :D