Losing a loved one
Making difficult times a little bit easier
Losing someone close to you can be a tough time. If you’re responsible for looking after their investments, there may also be a lot of work involved.
We’re here to help you and our dedicated team is just a call away on 0800 41 41 16.
Or, if you are working with an adviser, please contact them directly and they will be able to manage this process for you.
Let us know
The first thing to do is send us an original death certificate, to enable us to make changes to the account. We'll return this as soon as possible.
Send us your documents and certificates at:
130 Tonbridge Road
Send us a sealed copy of the Grant of Representation signed by each of the registered executors.How do I obtain probate?
Decide whether you'd like to use the money to invest in a new account, transfer the investments to a new name or sell the investments and receive the proceeds.What can I do with the investments?