Generate one notification letter for every pension or investment provider you need to inform after a death, plus a printable checklist of what to enclose. Everything stays in your browser.
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The tool generates individual notification letters to pension and investment providers, plus a printable checklist of each provider to contact. It also includes reminders about the government Tell Us Once service and the Pension Tracing Service for any unknown providers.
No — all information you enter is processed in your browser only. Nothing is sent to or stored by Wealth365. Use the Save Draft button to preserve your progress in your own browser's local storage.
Tell Us Once is a free GOV.UK service that lets you notify HMRC, the DWP, the DVLA, the Passport Office, and many local authorities about a death in a single step. Visit gov.uk/tell-us-once for details.
If the deceased left a will, the executor(s) named in the will should lead all correspondence. If there is no will, the next-of-kin will generally need to apply for letters of administration before providers will act on instructions.
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