Technical Focus: Death Benefits

26 June 2023

Webinar

View our latest live webinar where Barry Foster, Technical Sales Manager and Damien Bowler, Pensions Technical Manager at Curtis Banks discuss a number of topics around death benefits including what pension death benefit options are available and the importance of an expression of wishes.

Technical Focus

Death Benefits Webinar

View our latest live webinar where Barry Foster, Technical Sales Manager and Damien Bowler, Pensions Technical Manager at Curtis Banks discuss a number of topics around death benefits including:

– What pension death benefit options are available
– The difference between lump sums and beneficiaries’ pensions
– The tax treatment of pension death benefits
– The distribution process a scheme may follow when paying death benefits
– The importance of an expression of wishes
– Issues scheme members should consider when drafting their EOW
– Nominee pension options and EOW

This webinar qualifies for one hour of CPD.

Get your CPD certificate here