The beneficiary flexi-access drawdown conundrum
Adviser support package
This package includes a guide to pension death benefit options, providing a simple analysis of the underlying law and the evaluation to follow for each beneficiary. Plus two professional guides related to money purchase and defined benefit schemes and a client-friendly summary explaining the importance of completing an expression of wish.
The rough guide to money purchase pension death benefit optionsDownload now
Pension death benefits payable under money purchase schemesDownload now
Pension death benefits payable under defined benefit schemesDownload now
Expression of Wish and Nomination form guide
A client-friendly guide explaining the importance of completing an expression of wish.Download now
Questions or feedback
Although the information provided in this package is fairly comprehensive, it may not answer all your questions. While we can’t undertake to respond to you individually, we’d like to hear your feedback to help develop material that best assists you.