Annual Review Hub
As a part of the Trust Deed process, you are required to provide your Trustee with an update on your current income and expenditure on an annual basis, or at any other time if you have a change in circumstances.
This easy-to-use annual review hub, will speed up getting the information to us.
As requested, please submit your documents within 5 days from the date requested – you can let us know if it will take longer.
Documents we need:
Your last 3 wage slips
Bank statements covering the last 3 months
We have made this process easier than ever to do, simply follow the steps below to upload your documents and we will do the rest for you!
You are obligated under the terms of your Trust Deed (Section 5 – Co-operation and Provision of Information) to inform your Trustee of any of the following:
- Change of employment
- Change of address
- New contact information (telephone number & email address)
- Change of income (e.g. salary, bonus, overtime, commission)
- Any other matters relating to your financial affairs
That’s ok, simply upload your most recent wage slips and bank statements, we will review these and let you know if more are required.
Don’t worry, you can just email us your evidence to firstname.lastname@example.org,
Or send it in by post (we recommend using recorded delivery) to:
The Reel House,
7 West Regent Street,
If you are having difficulties uploading your documents, please feel free to call us on 0141 278 3989.