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Pension Portfolio Death Benefit Expression of Wishes. If you die before you have taken all of your benefits from your Pension Portfolio, they can be payable to someone else. You can use this form to tell us who you would like to receive your death benefits.
You can use this form to tell us who you’d like to receive your death benefits. If you die before you’ve taken your pension benefits, it may be possible to have them paid to a beneficiary. These wishes are not binding on us.
22 sty 2024 · Changes to lump sum death benefits expected on 6 April 2024 mean it's important for SSAS and SIPP members to review their expression of wishes forms.
5 maj 2020 · An expression of wish provides guidance as to who to consider as recipients of the death benefits. Sadly, and while trying to be completely realistic, some unexpected and difficult...
24 lis 2023 · This article describes what how discretion works and how a nomination form (expression of wish) can be used to let the scheme administrators/trustees know the individual’s wishes as to whom death benefits should be paid to.
Using an online nomination or a Death Benefit Expression of Wishes form means the beneficiary can choose to keep the fund in a pension and will be able to take the benefits whenever they choose. They can normally choose a lump sum, flexi-access drawdown or an annuity.
You should complete this form to tell us who you wish to receive benefits from your plan if you die. If you wish to name more beneficiaries than the spaces allow for, please continue on a separate sheet and attach it to this form.
