Hello Baller1,

I have been told that I am having a yearly review and to have all my pay slips and bank statements for each month available.

Mine are annual. 3 pay slips and a bank statement. I had an additional review where I had to do a new income/expenditure sheet as I had a slight payrise. Some firms do them every 6 months and requirements for paperwork can differ between them too.

My trust deed has finished now, however, during the term I had annual reviews for which I had to produce copies of 3 of the most recent monthly payslips and complete an income and expenditure statement.

I don't remember being told about reviews but I got one just about the 1 year mark, I had to provide a bank statement, 3 payslips and proof of tax credits
I didn't used to keep my financial paperwork in order but I do now so I have it all there if I need it

I got a review after year 1 then at the end of year 2 i done another.I am now into my third and final year.
Can anyone tell me if there is another one at the end of my third and final year?

The legal minimum is an annual review, though some firms prefer to perform six-monthly reviews instead.

There would not normally be any need for a review at the end of the trust deed, juventus74.

Thanks david

Ooops i meant kevin lol