Pension Information Sheet

Death of a Member – Settlement of Benefits

In the four years that have elapsed since the Pension Freedom revolution, the appeal and adoption of Drawdown (as opposed to annuitisation) has been so widespread that we think it timely to revisit the inheritability of a Member Account after death.

To do this, we’ve put together a flowchart in ‘Infographic’ format, below, as a Guidesheet for your retention. Click here for more detail in Bulletin 102 from June/July 2019

And for more information, simply contact us.

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  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr D.B.PML always puts my interests first. Being a fairly cynical type, I have not always found it easy to be convinced that the pension adviser I am talking to for advice and guidance is genuinely prepared to put my interests before his own potential earnings from commission!