Particle.news
Download on the App Store

Martin Lewis Urges Pension Holders to Update Beneficiary Forms Now

In most pension schemes, the provider or trustees decide who inherits rather than your will.

Overview

  • Speaking on ITV's Martin Lewis Money Show Live this week, Lewis told viewers to review who is set to receive their pension.
  • He explained that most workplace and private pensions are held outside the estate, so a will does not control who gets the funds.
  • Preferred recipients must be named on an Expression of Wishes or nomination form, which is often completed on joining a scheme and can become outdated.
  • Lewis said it is common for ex-partners to receive pension pots when nominations are wrong or missing, urging people to check and update details via their provider’s website.
  • After he flagged the March Free Wills Month initiative, the campaign’s website briefly went down from demand, with solicitor appointments to be booked by 31 March.