Pension death benefits

An overview of the types of death benefits, who they can be paid to, and the process that a scheme may go through to determine who may receive benefits. 

October 2019

Barry Foster

Vice President, Strategic & Technical Sales

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35 MINS STRUCTURED CPD

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Risk Disclaimer

The information, opinions, estimates or forecasts contained in this article were obtained from sources reasonably believed to be reliable and are subject to change at any time. It has been produced for information only.

Views and opinions should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned. No action must be taken or refrained from being taken based on this content alone.

Key takeaways:

  • Understand pension benefits payable on death before or after retirement, and the options available to beneficiaries
  • Be able to explain this to a customer in a clear and concise way
  • Apply this knowledge to individual client scenarios

Watch this webinar with Barry Foster to gain an overview of the types of death benefits, who they can be paid to, and the process that a scheme may go through to determine who may receive benefits.

 

Risk Disclaimer

This content is based on our understanding of legal and tax regulations and practice at the time of writing (October 2019). It has been produced for information only. We do not provide tax, accounting, regulatory or legal advice. No action must be taken or refrained from being taken based on this content alone. Case studies are for illustrative purposes only.