Death benefits
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Expression of wish form
A form that you should fill out to nominate who you would like to receive any lump sum benefit payable in the event of your death. The Trustee will decide who the monies should be paid to, but will be guided by your completed Expression of wish form. You can find the Expression of wish form here.
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Nominated dependant form
In the event of your death, a pension may be payable from the Plan. Complete this form and it will be reviewed by the Trustee. Please note, by default a pension is usually paid to a spouse or civil partner. However, the Trustee will consider anyone who might have been financially dependent on you too. This will include children up to the age of 18. Please note the Trustee is not legally bound by this form. You can find the Nominated dependant form here – Please note that this is only applicable to DB and the MP03 sections.
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Nomination form
In the unfortunate event of your death there may be pension benefits payable to your dependants. There are two documents that may be applicable to you, the Expression of wish and Nominated dependant forms.
