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Money matters

I recently lost my husband of 38 years to cancer and decided to put the bank account which had been in joint names, into my name only. You can imagine my confusion when I was told by the bank employee that they would have to freeze the account while the necessary paperwork was done by the Department of Deceased Estates. I had just lost my husband so had too many other things on my mind to question this. Luckily for me my daughter was with me and to her it sounded odd so she rang through to the department concerned. After she had explained the situation she was told that I had received totally wrong information and that they never freeze joint accounts. My whole point to this story is that bank employees should be trained properly before they are deemed capable of giving advice on or handling any money matters at all.

Last reply: 19th Jan 2019 / 3 replies / Post by Nefertari

Reply

Nefertari

Posted by: Nefertari
Posted on: 27th Dec 2018

Nefertari says: Thank-you for your reply Madeleine31448591. I had just the opposite of your Nan...utilities were ok but it was the bank that I had trouble with. And you are so right...no-one wants to have to deal with problems like I had when my husband passed on

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