What to do when a client dies


Our bereavement guide will give you all the information you need to manage your client’s savings, to help you and their family every step of the way. Whoever is legally entitled to your client’s savings can make a claim online or by post.

If your client has passed away, their Letter of Authority will no longer be valid. All requests for account information will need to be sent to us in accordance with our bereavement process.

To find out more on what to do when your client has died click here

If the deceased client lived outside the UK, call us on 0800 092 1228 any time to find out more about how to claim. Calls from outside the UK may not be free. Calls may be recorded.

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