Completion

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slm40

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Post by slm40 » Mon Jul 29, 2013 4:44 pm
Hi I have had a couple of annual reviews at which I have had to supply payslips and P60s.

I am moving and I need to clear out a lot of paperwork therefore can someone tell me what will be required at the end for me to obtain my completion certificate? As anything I don't need I want to shred!!

Thanks


P.S. I am with McCam Duffy
 
 

Michael Peoples

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Post by Michael Peoples » Mon Jul 29, 2013 5:00 pm
Anything that has already been seen will be of no further use to us. At each annual review and for the final report we will need wage slips and P60s for the previous year only so you can confidently have a cull unless you want to keep it for your own reasons. If in doubt give us a call but I doubt if you have anything to worry about.

Even if you lost the paperwork, bank statements show wage earnings and the March wage slip has the same info as a P60.
Michael Peoples | McCambridge Duffy Insolvency Practitioners
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Samantha.jj

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Post by Samantha.jj » Mon Jul 29, 2013 6:10 pm
As already said you don't need to keep anything for the iva but I personally would keep pay slips, p60s and bank statements (unless your an online banker as they are kept safely for you). If you ever needed to apply for a tax rebate or had a tax issue it's easier to have all pay related stuff. I think advise is 5 years, I personally have mine going back 10 years but that's because I haven't changed employer and they are a bit mixed up.
 
 

luluj

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Post by luluj » Mon Jul 29, 2013 6:59 pm
I would encourage you to shred anything NOT to do with your IVA. Until you have your completion certificate in your hand I would be very wary in getting rid - in fact three years in a box in the loft is all of our IVA paperwork - for some reason I cannot get rid of it !
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