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FOR FINANCIAL ADVISERS ONLY

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Death benefits flowchart

From April 2015 the death benefit rules are changing to allow for true intergenerational sharing of pension funds on death.

This article contains two flowcharts showing who is eligible to receive the death benefits and their taxation.

View the flowcharts.

For financial advisers only. Not to be relied on by consumers.

The information provided in this article is not intended to offer advice.

It is based on Old Mutual Wealth or Old Mutual International's interpretation of the relevant law and is correct at the date shown at the top of this article. While we believe this interpretation to be correct, we cannot guarantee it. We cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained in this article.

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