Procedure For Spouse To Claim Portion Of Partners Pension On Death Of Partner

[HAMMEROFTHOR]

Can anyone enlighten me? What is the legal procedure for a married person to claim payment from a pension held by a spouse on the death of the spouse? Thanks in advance

[bednobs]

you just contact them, and if youre eligible theyll let you know what you need to send (death cert; marriage cert etc)

[newmodarmy]

Sorry for your loss, if it's you.

Was there provision for a dependant's benefit ? Just  'reach out' to the pension provider. There will be a paper or online booklet/guidance on claiming. Have they been notified of the death?

[Buenchico]

Possibly relevant:
https://www.gov.uk/new-state-pension/inheriting-or-increasing-state-pension-from-a-spouse-or-civil-partner

[newmodarmy]

I never thought of state pensions but of course for those who reached pension age a long time ago there could be a link

[Canary42]

bednobs is correct - you need to contact the Pension Provider who will have their own procedures etc.

[HAMMEROFTHOR]

Many Thanks to you all- bednobs, newmodarmy,Buenchico, Canary42- for your advice and comments....I will contact the pension provider.

Kind regards to all

HAMMEROFTHOR

[Maydup]

So sorry for your loss.

If offered a lump sum and if it's sizeable, then consider the tax implications. There might be a more tax efficient option - take some advice.