Please read this section carefully before completing this form.
Royal London is the Trustee/Scheme Administrator of the pension scheme under which certain pension plans are held.
In that role, we have discretion when deciding who to make the payment of the death benefits to. The person(s) or body chosen must be within the ‘class of beneficiaries’ as set out in the pension scheme rules.
If the planholder has told us who they want us to consider making the payment to, although this nomination is not legally binding, we will take account of their nomination as part of the decision-making process.
In order to identify all potential beneficiaries, we must make appropriate enquiries and collect (and take account of) all the relevant facts in relation to the planholder’s personal circumstances at the time they passed away. Even if a planholder has nominated a beneficiary, it may be that they did this years ago, and their personal circumstances have changed since then (e.g. they have remarried).
Some information/documents you will need to complete this form:
The full name of the plan holder who died and their last known address
Their date of birth
Their National Insurance Number – can be found on items such as pay slips or HMRC letters
Plan number (s) – not mandatory but will help us locate all policies held with us
Copy of the death certificate must be attached in section 5 of this form
Copy of the will, if one was left, should be attached in section 5 of this form.
Please complete as much information as you can below. If you leave some fields blank, we can’t assume that means the information isn’t applicable. So it is better to state ‘N/A’, meaning not applicable, against any information that does not apply.
This form should take no more than 5 minutes to complete. All fields are mandatory unless marked as (optional).
