Death benefits

Published  12 December 2019
   60 min CPD

Pensions freedoms in 2015 introduced major changes to pension death benefit options and taxation.

Here we provide some technical support to help you, watch our webinar presented by Justin Corliss, Senior Business Development Manager at Royal London.

CPD learning outcomes - 60 minutes

  • Identify what death benefit choices are available
  • Explain the taxation of death benefits
  • Understand the impact of IHT on death benefits
  • Describe spousal bypass trusts and how they work.

What's covered

  • How pension death benefits work and how they are taxed
  • Who can receive pension death benefits and how would they receive this 
  • How IHT may impact pension death benefits.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.