Your Pension After You

Your Pension After You

Have you ever thought about what happens to your pension after you’re gone?

Many people assume their pension will automatically pass to their spouse or family, but pension death benefits can work differently depending on your circumstances. Understanding your options — and making sure your beneficiary nominations are up to date — can be an important part of planning for the future.

Join us for an informative webinar designed to help you understand what may happen to your pension when you die and the options available to those you leave behind.

We’ll explain everything in clear, straightforward language, without unnecessary jargon.

What we’ll cover:

• What happens to your pension when you die
• The different ways pension death benefits may be paid, including lump sums and flexi-access income
• How the tax treatment of pension death benefits can differ depending on whether you die before or after age 75
• What nominee and successor pensions are
• The importance of nominating your beneficiaries and keeping your nominations up to date

We’ll also be joined by Gardner Leader, who will provide a short session on Wills and Lasting Powers of Attorney (LPAs) and why these are important considerations when planning for the future.

There will also be time for questions, giving you the opportunity to ask anything you’ve been unsure about.

Planning for the unexpected isn’t something most of us like to think about, but understanding your options and ensuring your wishes are known can provide valuable peace of mind for you and those closest to you.

Webinars are for information purposes only and do not constitute financial, legal or taxation advice.

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