When a member passes away, we aim to make the process of settling their account as straightforward as possible.
How to Arrange an Appointment
Details on how to book an appointment will be included in the bereavement information pack we send you. You will only receive a bereavement information pack by post when you notify us of a member’s death.
What to Expect at the Appointment
At your meeting with us, we will:
- Review the death certificate and the Will (if applicable).
- Complete any additional steps required to close the account.
- Answer any questions you may have about the process.
- Advise you if there are any Nominations or insured benefits on the account.
- Begin the process of settling the account.
Support Along the Way
We understand this may be a difficult time. Our team will guide you through each step and ensure you have the information you need.