Call us on 01823 353970

Pension Death Benefit

What would you like to happen to the benefits from your pension plans in the event of your death?

Depending on the type of pension plans you have, it is usually possible for you to either complete a nomination form (also referred to as an ‘expression of wish form’) specifying what you would like to happen to your death benefits or to place your death benefits under trust.

With most occupational pension schemes the nomination form is the only option and this will also be the case with some individual pension plans such as personal pensions. The pension plan trustees or administrators have discretion over who they pay death benefits to but the nomination form makes them aware of your wishes and, in normal circumstances, they will usually follow them.

Some older plans such as retirement annuities and buy-out bonds (section 32 plans) may require that a trust wording be completed rather than a nomination form.

Find out more in our Pension Death Benefit Guide

Tell me more about Pension Death Benefits

Pension Death Benefit - Invest Southwest

Independent Financial Advice

Speak to a fully qualified and independent
Invest Southwest adviser today.

Call 01823 353970


Why choose Invest Southwest for your Pension Death Benefits Advice?

  • We have a team of fully qualified and independent financial experts
  • We are highly recommended by our clients
  • We deal with a wide range of products
  • Our initial consultation is FREE

Call 01823 353970 to find out more

"I have always found the whole team at Invest Southwest to be professional, friendly and thorough in their advice and support of my financial affairs. I have trust in their recommendations and they have served me very well for over 10 years now. I feel my finances are in safe hands."
Mrs. N.

Independent Pensions & Retirement Planning Advice

The Financial Conduct Authority does not regulate tax advice.

The value of investments can fall as well as rise. You may get back less than you invest.