FAQs What to do after a bereavement

We appreciate this may be a difficult time and we aim to make the process as straightforward as we can.

We have created a detailed guide to the next steps, along with frequently asked questions. There are various options available for dealing with any investments held with us. The relevant forms and further guides can be found under Application and Transfer Forms in the Capabilities menu. 

If you would prefer to receive a paper copy, please contact us and we will arrange for a Bereavement pack to be sent to you, which contains all the above forms and guides.

Useful resources

If you're in need of any information or advice at a difficult time, there are many organisations out there who can help provide practical or emotional support.

We've compiled a list of some of those you may find useful.

Bereavement Advice Centre

The Bereavement Advice Centre website has useful practical advice on dealing with bereavement, funerals, benefits etc. They also offer a free helpline, which shown on every page on their site.

Please note the information on their website relates to England and Wales. If you require more information relating to Scotland or Northern Ireland, you can call them for further assistance.


Includes guides on what to do when somebody dies, how to deal with the deceased’s finances, and information about the different types of financial support available to people who’ve been bereaved.

Citizens Advice Bureau

The Citizens Advice Bureau offer free, confidential, impartial advice dealing with death, wills and inheritance.

Cruse Bereavement Care / Cruse Bereavement Care Scotland

A national charity which gives free advice and support to people who have suffered a bereavement. They have branches throughout the UK and a helpline staffed by trained volunteers.

The Samaritans

The Samaritans offer confidential, non-judgemental support through a telephone helpline. The line is available 24 hours a day, and is for people who are experiencing severe distress or despair.

Survivors of Bereavement Through Suicide

A national charity which offers help and advice about dealing with the suicide of a friend or relative.

Need more information?

For further information, please contact our investment sales team.