Information to Notifiers – PENSIONS2023-07-15T10:37:46+00:00

Notify the Pension provider of an account holder’s death – in one go

You have so much to deal with when someone dies – Settld is here to help, for free. 

Complete one form, to close or transfer all the Pension policies of the person who died. Then track everything to completion in one secure space.

What Settld can do

Most people save 20 hours of admin stress and hassle by using Settld to:

  • Send the pension providers a death notification for sole and joint policies

  • Confirm Date of Death balances

  • Request cancellation of policy (or transfer depending on policy)

  • Provide policy payout forms (beneficiary payment forms)

  • Request marketing and mail to be stopped

Expected timeframes

Timeframes are set by each company, independent of Settld’s processes. Wherever possible, Settld works with companies to improve their bereavement processes and achieve faster resolution times. Click here to support our Better Bereavement Charter.

Common Questions and Answers

Do I need the Pension policy number and policy type to use Settld?2023-03-29T13:10:01+00:00

If this information is available, it does speed up the process for Pension companies to locate the policy. We do need the deceased’s full name, the registered address on the account, their date of birth and National Insurance number. 

Having the policy type helps us to reach out to the appropriate department, thereby speeding up the notification process. 


What if there is no will – can I still use Settld?2023-03-29T13:08:28+00:00

Yes. However, if there is no will, some pension providers will ask a “Next of Kin” to act on behalf of the person who died. Please check who the immediate next of kin should be here, as per the rules of Intestacy. 

I want to use Settld on behalf of the next of kin (when there is no will) – is this possible?2023-03-29T13:08:47+00:00

Yes. The Settld form will ask for consent from the next of kin. They will be asked to sign a short form, saying that they are happy for you to act on their behalf. Settld will not be able to notify any companies, without this information.

How long will it take for the pension provider to stop sending mail in the name of the person who died?2023-03-29T13:09:09+00:00

Most companies take up to 6 weeks to update their systems. Unfortunately, timeframes are set by each organisation, and Settld does not have direct control over this process. Wherever possible, Settld works with companies to provide a better bereavement service, so please let us know if problems persist and we will flag this to the Energy provider for you.

Which Pension providers will Settld notify?

If you do not see a Pension provider listed below, please add the company to your Settld form or write to We’ll always attempt to contact them on your behalf.

Learn more about working with Settld.

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“Settld were instrumental in alleviating the worry of all the admin involved in dealing with closing my partner’s accounts, not to mention saving me a great deal of time. They were thorough and professional throughout the whole process, regularly keeping me up to date on their progress.”

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