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Pension death benefits

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Pension death benefits

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Key Takeaways

  • How pension death benefits may be paid by a scheme
  • What information may be contained in an expression of wishes
  • Why it is key to establish if the scheme administrator is subject to a binding nomination
  • An understanding of the death benefits process
  • A look at the pension death benefit decision-making process
  • Understand the various options that may apply to different schemes
  • March 2020
  • 40mins
  • structured CPD
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Pension death benefits

Pension death benefits

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Course Lessons

To claim your structured CPD complete the following lessons.

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The importance of reviewing an expression of wishes

We consider pension death benefit options and the need to review clients’ expressions of wishes
1
2020-04-02 10:49:00
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structured CPD

Pension death benefits: the process

An overview of how a pension scheme may approach the decision-making process to pay death benefits in the event of a member’s death.
2
2020-04-02 10:42:00
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20 March 0200
Pension death benefits
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Pension death benefits

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Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.   Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. © 2026 Columbia Threadneedle. All rights reserved.

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