PENSION ADVICE for Ex Lancashire Folk
In October 0f 06 I reached 65 and
the latest number to ring from the States is 01144-191-218-7777
On 8th September 98, I received an email from Ray Long (the oldun from
Olham). It's worth reading. In a nutshell, it is saying. If you receive a
form from the (DHSS) British Department of Health and Social Security, complete the
form, get it witnessed and return it within eight weeks'
Further information confirms that via a random computer choice, only
10% of old age pensioners have up to date received the 'said form'. but it is
imperative that those who do, return within 8 weeks of reciept.
Other people should be patient`
BENEFITS AT RISK. FILL OUT PENSION
FORMS, URGES ACTIVIST
Former british residents receiving a pension or widow's benefit from Great Britain
could lose it if they don't respond to a recent letter they received, warns a Mississauga
resident. Dorothy Jamieson, 80, and a world war II veteran who receives a British pension,
is worried many expatriates could lose their funds if they don't fill out the form."A
lot of these people may not be able to read the forms or may not understand how important
they are," says Jamieson. A letter from the British government says that if
recipients do not fill out a declaration that they are still eligible for their funds, and
have it witnessed and returned in two months, they will lose part of their income.
"If you do not do this, your benefit will be suspended,"says the letter from the
British Department of Social Security. "My concern is for the elderly in nursing
homes," who may not understand the importance of the correspondence, says the
Cooksville resident. "A great number depend on this benefit." It is quite
likely that if they lose their British pension, many expatriates may have to apply for a
supplementary pension or welfare in Canada, notes Jamieson.
For many years, Jamieson has been fighting to have the British pensions paid to
Canadian residents upgraded to recognize the effects of inflation. The amount of the
pensions for those living in Canada has been frozen since 1949. However, agreements with
other governments, such as those in the United states, have resulted in significantly
upgraded pensions for British expatriates there.
Very Interesting, eventhough some of the article is geared to those in nursing homes, I
think you will still find it important to know.
Below is a posting made by an Ex Pat to the disussion board from
Australia on 12 April 1999.
John from Downunder wrote on April 12.
1999, 01:29: E-mail:
Pensioners paying Australian Tax.
It has taken me 17yrs and five Accountants to find out that anyone paying tax on a pension
they have contributed to i.e. UK State pension or superannuation pension, are entitled to
a rebate each year based on the contributions made. The Tax Office have only accepted four
years of retrospective claims so I have missed out on a substantial amount of rebate for
earlier years. I would hate this to happen to anyone else so if anyone out there is in
this same situation I would be happy to send you the details of how to claim by email.
Here is a message which was posted to the discussion page by Marion Witham
in December 2000
Department of Social Security
Pensions and Overseas Benefits Directorate
Newcastle upon Tyne
England NE98 1BA
Telephone :- 011- 44 - 191 - 21 - 83634
Fax # :- 011 - 44 - 191 - 21 - 83594
Your National Insurance Number:-
Spouse's National Insurance Number:-
Required if you know them, ( although they can trace them but
takes more time )
When applying for a UK pension.
Birth certificates ( don't send originals )
( you can take the completed forms down to your local Canada
Pensions Office along with the required certificates and they
will stamp the forms and sign them as being true and accurate,
but you will have to phone them to make an appointment.
In the U.S.A your Social Security office will probably provide
the same service.
When you phone the UK Pensions ask them if they will please
send you a Forecast of your own personal pension and how much
you can expect to receive when you retire also the cost of
voluntary contributions to increase your personal pension,
Your Widows pension ( if this is what you are applying for )
will become a retirement pension when you reach retirement age
and this will combine with any retirement pension you receive
in your own right. Also for females ask for your retirement
date, as this is going to vary up until 2010 when it will then
be 65yrs for both men & women
Any time you phone make a point of writing down the Date, Time
and the name of the person you spoke to.
If you have to leave a message tell them the best time to call
you remembering that they are a few hours ahead of us but they
are very good for returning calls, I usually call around 2am
More UPDATED info sent in by Maura Engel 30th July 2003 click the
Maid Marion (North of the Border/Hoghton
April 21, 2006 6:31 PM
Re:- British Social Security Pensions for persons living
overseas in one of the Commonwealth Countries your pension
is not indexed, but, if you are visiting the U.K.and are
receiving a pension from the UK you can apply for an
increase for the length of your stay, you won't receive this
increase until you return to the country where you live. You
will be covered for Medical emergencies but not any
preconditioned illnesses. If you still in possesion of your
British Medical Identity Card which is Buff Coloured then it
is a good idea to take it with you.
Address: - British Social Security Pension.
Department of Social Security
Pensions and Overseas Benefits and Directorate.
Newcastle Upon Tyne.
NE98 1BA Phone:- 44 191 218 2828 FAX:- 44 191 218 3594