Reporting a Death

We are always sorry to hear that a member of the Fund has passed away. A member of the team will be available on the phone to help you with any questions or to receive a notification of a bereavement, however you can refer to our process below on how to notify us of a member's death and what our next steps will be.

Death Reporting Process

1
Notification

Please print, complete and send us the 'Death Notification' form to inform us of the death of a Fund member. You may also notify us by phone.

Death Notification Form
2
Admin Checks

The pensions administration team will update the member's record and, if a pension is in payment, future pension payments will be suspended.
3
Correspondence

We will write to you in approximately 10-15 working days to confirm the status of the member's pension and to advise whether any overpayment or underpayment of pension has occurred.
4
HMRC

We will notify HMRC of the total amount of gross pension paid for the tax year of death and the tax deducted for the deceased member.
5
Further Benefits

If there are any further benefits payable, for example a spouse's pension, we will then confirm these details.

Notification

Please print, complete and send us the 'Death Notification' form to inform us of the death of a Fund member. You may also notify us by phone.

Death Notification Form

Admin Checks

The pensions administration team will update the member's record and, if a pension is in payment, future pension payments will be suspended.

Death of a spouse of a pensioner

If you as a member have recently lost your spouse, please accept our sincere condolences on your loss. You do not need to notify our office. If your pension includes a spouse’s/dependant’s benefit any spouse’s pension figures will continue to be shown on annual increase statements as your spouse's benefit would potentially remain payable should you re-marry or meet a new partner.

This website aims to provide a helpful summary of the provisions of the Fund and is intended for information only; it does not give rights to benefits for or in respect of you. Your rights to benefits under the Fund arise from the Trust Deed & Rules. Every effort has been made to reflect accurately the Trust Deed & Rules on this website but if there are any differences, the Trust Deed & Rules will always take precedence. Furthermore, please note that information on this website is based on current understanding of English tax and pensions law, which are subject to change at any time in the future so this site may not always accurately reflect current regulations or legislation, which would take precedence in the event of any discrepancy or claim.

Members