Focus 114 – Expression of Wishes

Have you spoken to your client about the completion of an Expression of Wishes form?

We are at the start of a new tax year when you may be contacting your clients to ensure they make the most of their new pension and ISA allowance.  It may also be worthwhile to have a conversation with them about their Expression of Wishes form.

With the 2015 changes to the death benefit options, it is essential that Expression of Wishes forms are reviewed frequently and new forms are completed on the death of a member, dependant, nominee or successor to ensure there is always a valid form on file. Should there be no indication of who the scheme administrator should pay the benefits to, they are compelled to pay a dependant if possible which may not be the wish of the member.

To download our Expression of Wishes form please click here.

If you have any further questions or there is anything we can assist with, please contact your Business Development Consultant or the Adviser Support Team:

 

David Bonneywell, Director, 07771 986 539

Michael Hurley, London, 07826 067 563

James Cannon, North West, 07539 121 220

Gemma Fenton, Wales/South West, 07940 254 064


Adviser support

 

Chris Hall

Head of Adviser Support

 

t – 0115 841 5000

e – chris.hall@talbotmuir.co.uk

  Adviser support

 

Helen Carr

Senior Adviser Support

 

t – 0115 841 5000

e – helen.carr@talbotmuir.co.uk