Make it easier for your family to find the plan.

A working lifetime can leave you with several Pensions, old statements and providers that have changed their names. Would your family know where to begin?

From April 2027, relevant Pension Wealth will also need to be considered as part of the Inheritance Tax process. Keeping a clear record can help the people dealing with your affairs.

Our free guide explains the practical checks worth making now, without assuming that combining every pension is the right answer.

Inside the guide, you’ll find:

• Why identifying pension arrangements promptly can matter.
• A Pension Treasure Map for providers, references and key contacts.
• Reviewing beneficiary nominations and scheme options.
• An annual pension tidy-up and the benefits to check before transferring.

Download the guide and give your family a clear starting point. Keep passwords and security information out of your Pension record.

General information only, not personalised Financial, Tax or Legal Advice. Tax treatment depends on individual circumstances and may change.