OPTIONS FOR APRIL 2015 & BEYOND
 
Return to What Death Benefits am I entitled to? I have a Retirement Annuity
Is the policy under Trust?
 
Yes No
If you were to die before you take your savings, we will pay out the full fund value as at the date of death. The death benefits will be paid out in accordance with the Trust. This payment will fall outside of your estate and will not be subject to inheritance tax. If you were to die before you take your savings, we will pay out the full fund value as at the date of death. The death benefits will form part of your estate and may be subject to inheritance tax.