Bereavement: Investments and Private Pensions

Investments and Private Pensions

If the deceased held investments, 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.

You can call us on 0800 055 6898 Monday- Friday, 9am-5pm. Please note 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.

Speak to us

Call us

Talk to our Financial Advice Probate team

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

Chat to us Online

Speak to our team online via webchat

Help with other accounts


Savings accounts including ISAs, bonds and trustee accounts.

Find out more


Find out what to do if the deceased held a mortgage with us.

Find out more

Wills and funeral plans

Legacy products held with our trusted partners.

Find out more
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