So that the Trustee knows who you would like to receive any lump sum, you need to complete a Nomination for Lump Sum Life Assurance Benefit Form. If you haven’t completed a form recently, or your wishes change, make sure you submit a new form. This will help the Trustee to consider your wishes and make any decisions regarding lump sum benefits. Please note that although the Trustee will take your wishes into account, it is not legally obliged to follow them.
If you are not married or in a civil partnership, or have other financial dependants, you may also wish to complete a Nomination for Dependant’s Pension Benefit Form. This will let the Trustee know of any financial dependant that you would like to receive a dependant’s pension in the event of your death. The Trustee has the final say in who receives any dependant’s pension payable, and will use your form to help them make their decision.
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Dependant's pension benefit form |
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