Where can I specify beneficiaries for my SIPP to use in the event of my death? Can’t seem to find it anywhere in the web or mobile interfaces, and I’m sure it’s a standard option for other providers.
I raised this with support a little while ago. They just asked me to send an email with the details. Their reply assured me that it would be put on my file.
Hi @edwardmlyte welcome to the InvestEngine community! I’ve passed your query on to the team, to see if there’s any more they can add to @PStaveley 's advice.
I’m also interested in this, it looks non-compliant they don’t ask
Just as a matter of interest, how is it non-compliant?
Are to saying that IE have to publicise that you can/should specify beneficiaries rather than simply accept and file that information?
Surely it is up to each pension holder to ensure that the beneficiaries are filed. Of course soon for many pension holders the choose of beneficiaries will become irrelevant as your SIPP will become part of your Estate rather than being separate.
Morning
,
I take it there was nothing the team could add… was there? It would have been nice though to get a follow-up after maybe a week or 2… instead of not at all, just saying.
Could you please at least add an article to the Help section about how to add beneficiaries? If there is such an article already somewhere - could it please be properly indexed so it can easily be found?
As of right now neither
phrase is found
nor can I see any question related to this topic in the Help section at all.
Thank you.
Hi,
For right now - please email CS with the details of your beneficiary. In case you have more than one beneficiary you want to split your SIPP between you do need to provide percentages - CS can advise on this.
Hello @edwardmlyte! Thank you for your question.
Also thank you to @Pinch for your input. That would be correct.
So we could add information about your beneficiary, in your account as a note, kindly contact us to support@investengine.com and we’ll add all the details of the individual/s.
Kind regards!
