Have You Named Your Death Beneficiary on Your Pension? 📝

It’s a straightforward yet crucial step to ensure your pension goes to the right person when you’re no longer here. Have you taken the time to review your beneficiary nomination lately?

We often encounter individuals who have nominated a death beneficiary but haven’t updated their choice following significant life changes. For instance, many still have an ex-spouse listed on their policy.

This is an important task that all of us should be thinking about.

If you haven’t reviewed your beneficiary nomination lately, let’s have a chat. We're here to help you make sure everything is in order.