Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Glossary
Pensions after death words, A to Z
How to use this glossary
Share it with clients updating their will. They check their nominations and book a review.
What is inside
A to DAnnuity. A guaranteed income for life, bought with pension savings, which may continue to a partner.
E to LExpression of wish. A form telling the pension scheme who you would like to receive your pension.
M to SNomination. Naming who should receive your pension, usually on an expression of wish form.
T to ZTrustees. The people who run the scheme and make decisions about death benefits.
How to check your pension will pass on as you wantEvery one, old and new.
Questions families ask most
Three title ideas for your own version
Pensions after death words, A to Z
The pension inheritance glossary
Who gets your pension, explained
Where to promote it
Your newslettera reply to a client updating their willa post for people approaching retirement
What goes in a pension inheritance glossary?
Terms from A to Z in plain English, how to check a pension will pass on as wished and common questions.
Make this glossary your own
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