Record who you would like to receive your pension benefits, subject to the trustees’ decision.
You can nominate up to 10 people, charities or trusts to be beneficiaries of your SIPP. To do this:
- Log in to My Dashboard.
- Navigate to Settings in your profile.
- Under Legal Information, select Pension beneficiaries.
- Add the people, charities or trusts you wish to nominate as beneficiaries of your pension in the event of your death. Specify the percentage of the pension benefit you would like each beneficiary to receive.
We'll share the wishes you record here with the trustees of the InvestEngine Pension Plan, who will decide where your pension benefits are paid.
Important: This is not a binding instruction. The trustee will consider your wishes before making the final decision on where your pension benefits are paid.