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.