death benefits

Crucial advice issue: Death benefits detail advisers need to know

Pensions

Crucial advice issue: Death benefits detail advisers need to know

Important differences from previous regime

clock 05 April 2024 • 4 min read
Why death benefit nominations just got even more important

Pensions

Why death benefit nominations just got even more important

LTA removal results in tweaks to rules on death benefits

clock 19 December 2023 • 3 min read
Partner Insight: Pension death benefits, beneficiaries and the Consumer Duty

Consumer Duty

Partner Insight: Pension death benefits, beneficiaries and the Consumer Duty

clock 06 July 2023 • 3 min read
Up to date: Keeping track of death benefit nominations

Pensions

Up to date: Keeping track of death benefit nominations

Warning to advisers that they should not assume nothing has changed

clock 16 February 2023 • 4 min read
Defined benefit vs SIPP: The death benefit debate continues

Pensions

Defined benefit vs SIPP: The death benefit debate continues

Running the numbers on death benefits for clients

clock 22 December 2022 • 4 min read
Bethany Joslyn: Keeping it in the family

Pensions

Bethany Joslyn: Keeping it in the family

Death benefits from DC pensions

clock 17 March 2022 • 4 min read
Fiona Tait: Death benefits - expressing the client's wishes

Pensions

Fiona Tait: Death benefits - expressing the client's wishes

Regular reviews important

clock 26 November 2021 • 4 min read

Estate planning

Stephen McPhillips: Is Benjamin Franklin still on the money?

Stephen McPhillips bases his latest RP article on Benjamin Franklin's famous "death and taxes" phrase. But is he still on the money?

clock 09 March 2021 • 4 min read

Pensions

Peter Hopkins: The nitty-gritty of discretionary death benefits

What happens after a scheme member dies?

clock 01 August 2018 • 5 min read

Retirement

Gareth James: Making sure death benefits aren't overly taxing

Practical tips pre and post-death

clock 05 March 2018 • 3 min read