Notify the Pension provider of an account holder’s death – in one go
You have so much to deal with when someone dies – Settld is here to help, for free.
Complete one form, to close or transfer all the Pension policies of the person who died. Then track everything to completion in one secure space.
What Settld can do
Most people save 20 hours of admin stress and hassle by using Settld to:
Send the pension providers a death notification for sole and joint policies
Confirm Date of Death balances
Request cancellation of policy (or transfer depending on policy)
Provide policy payout forms (beneficiary payment forms)
Request marketing and mail to be stopped
Expected timeframes
Timeframes are set by each company, independent of Settld’s processes. Wherever possible, Settld works with companies to improve their bereavement processes and achieve faster resolution times. Click here to support our Better Bereavement Charter.
The Pension provider process Settld’s notification
Once you have submitted your Settld form, the notification of death is sent to each company. Most pension providers take up to 15-30 business working days to complete the account request.
The Pension provider acknowledges the notification and provides next steps
- For the vast majority of pension providers, sole pensions are closed, and a death benefits application form is sent to the Executor/Administrator so that the associated benefits (if any) are paid to the beneficiaries.
- Joint policies are usually transferred under the name of the living policy holder.
Common Questions and Answers
Which Pension providers will Settld notify?
If you do not see a Pension provider listed below, please add the company to your Settld form or write to support@settld.care. We’ll always attempt to contact them on your behalf.
Learn more about working with Settld.
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“Settld were instrumental in alleviating the worry of all the admin involved in dealing with closing my partner’s accounts, not to mention saving me a great deal of time. They were thorough and professional throughout the whole process, regularly keeping me up to date on their progress.”