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Bereavement: Investments and Private Pensions

If the deceased held investments which were arranged through our financial advice service, we are here to help. We have a dedicated team who can register the death with the various investment providers and process claims. They are also on hand to answer any questions or concerns you have.

Speak to us

We will ask you a few security questions when you call, but we will try and make the process as straight forward as possible for you.

Call us

Talk to our Financial Advice Probate team

8am - 6pm
8am - 5:30pm
9am - 12pm
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