Peter Hopkins looks at discretionary death benefits and sets out a detailed list of dos and don'ts when going through the process with clients...
When I started with the Inland Revenue in the late eighties one of our most useful leaflets was called, "What Happens When Someone Dies". The ambiguity in that always amused me as it seemed more appropriate...
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.
Follows string of appointments
Follows acquisition of BlackRock's DC platform
‘In the know’
£116.8m of benefits received by customers