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.

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Call us

Talk to our Financial Advice Probate team

Mon-Thurs
8am - 8pm
Fri
8am - 5:30pm
Sat
9am - 12pm

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