Bereavement

Items you will need when you call us (or the trustee administrator)

Ideally, have all the information listed below to hand when you call, but don’t worry if you don’t have everything. The administration team will still be able help you through the process.
 

• policyholder name
• pension scheme they were a member of 
• policy number or scheme reference number
• date of birth or National Insurance number
• date of death
• details for the policyholder’s spouse or partner (if they have one)
• also details of any financial dependants (if they have any)
• contact details for the person dealing with the estate

Useful websites