OverviewTechnical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Bereavement and planning ahead
Here you’ll find all the information you need in relation to administering an account following the death of a client. In addition, we cover registering an Expression of Wish for a client’s pension, the rules and procedures relating to inherited ISAs and how to register a Power of Attorney with us (Court of Protection is covered too).
In the event of a client’s death their pension will usually provide benefits to be passed on to others. Please use the Expression of Wish forms below to name the individuals that the scheme administrator should consider when exercising discretion as to whom any benefits may be paid.
Expression of Wish forms and client guide
Expression of Wish and Nomination form
Use this form to name the individuals the client would like us to consider when exercising our discretion as to whom any benefits may be paid.
Expression of Wish and Nomination form (including Charities and Trusts)
Use this form to name the individuals the client would like us to consider when exercising our discretion as to whom any benefits may be paid.
SIPP (Standard Life) Instruction for Payment of Death Benefits
Use this form to let Standard Life know how a client would like their death benefits to be paid. This is only an ‘expression of wish’ and is not binding.
Expression of Wish and Nomination form guide
A client-facing guide to Expression of Wish forms, including why one should be completed, who the pension can be paid to and updating the form in the future.
Related content
Pension overview
All you need to know about our Pension, including how to complete common administrative tasks, such as moving pensions to us from other providers.
The Pension Forum
Paul Squirrell, our pension expert, clarifies the rules relating to some specific areas of retirement planning.
Technical resources
Our ‘Technical matters’ hub provides a wide range of guides and support on retirement and tax planning.