Completing an Expression of Wishes form is the best way to ensure your wishes are taken into account, specifically who you would like to receive any lump sum benefit payable on your death.
On your death, the funds remaining in your Barnett Waddingham SIPP will be applied in accordance with the trust deed and rules to provide lump sum and/or pension death benefits to the selected recipients. BW SIPP LLP (the operator) will decide the recipients of the benefits available, but can take account of your expression of wishes.
If you want the operator to consider paying benefits to one or more individuals or trusts chosen by you, you should give details below, indicate the percentage of your funds that each should receive, and specify whether you would like this to be paid as a lump sum or as pension income.
SIPP Beneficiary Expression of Wishes form
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If you have a new business enquiry and are a financial adviser, please email our new business enquiries team. For all other matters please email our SIPP enquiries inbox or call us on 0344 443 0100.