Give them payslips and tell them bank statements aren't available, my review only asked for a note of the balance in my account so I don't think they need to see every transaction they just need to know you don't have £ 20,000 stashed away....

Welcome to the forum adexxx.

I can see where WIKIKEE is coming from, but I don't think there's any need to hide anything.

It's obviously up to your trustee, but I doubt that they'll worry how you and your partner organise your household financial affairs provided that nothing substantial has actually changed with your income or your expenditure.

The request for information is quite normal, although you should avoid withholding paperwork.

There should be no issue with the money being transferred as although your partner contributes towards the household expenses etc, there is or hint to stop them using their own money for whatever they like as they are entitled to spend their own money.

Mark

I'm 3 payments away from completing a TD with KPMG (Hurray!) and I have found them to be pretty easy to deal with (unlike some others that have posted here). I found that explaining things like this to them over the phone and backing it up with writing always elicited a response from them (again, in writing) to maintain my payments as they were.

Hi adexxx,

As Mark has said this type of request is pretty normal from a Trustee and I'd always advise being transparent.

In reviewing bank statements it's easy for a Trustee to verify that the client hasn't received any significant sum of money into their bank account i.e. lottery wins or PPI compensation payments etc. From time to time things are picked up in bank statements which wouldn't normally be picked up.

The transferring of money between partners bank accounts is actually pretty common and I'm sure your Trustee is used to seeing this when reviewing bank statements. I'd send the bank statement in with a covering letter explaining the transactions and that should be the end of the matter.

Not long now upstream, 3 payments to go. I bet you can't wait! I'll look out for your post confirming you have made your final payment and are awaiting your Form 5.

Sorry wasn't suggesting you hide anything just wondered if as you know the circumstances it would be easier than trying to explain things, however the Trustees on here know more about how they should work but at the risk of getting backs up not how they all work.......unfortunately!