Scheme noticeboard
In the event of a member’s death The loss of a loved one can be a very
distressing time, particularly if it’s unclear what needs to happen in respect of their benefits. We thought it would be useful to outline the process in three simple steps: 1) The Scheme administrator, Gallagher, will need to be informed that a member has passed away – their details can be found on page 15. They will ask for the contact details of the member’s next of kin or executor and will record the death to stop any future pension payments. Any overpaid pension will need to be recovered from the member’s estate, so it’s important you get in contact as soon as possible. 2) Gallagher will ask for a copy of the member’s death certificate, plus any supporting documents such as the birth or marriage certificates of any dependant who is, or may be, eligible for death benefits (e.g. a spouse). They will also make the request for any overpaid pension to be returned if it hasn’t been already. All original certificates will be returned as quickly as possible. 3) Once Gallagher has processed the information, they will arrange for any benefits that are due to dependants or beneficiaries to be paid.
Retirement quotations online A large proportion of our deferred members are now able to produce their own retirement quotations online through the member portal, as Gallagher has been introducing this functionality across the different sections in a phased approach. You can check whether it is available for your section by logging into the member portal here: www.buckhrsolutions.co.uk/utc • If you’re using the portal for the first time, you can click ‘First time user?’ to set up a login ID and password. • If you’ve forgotten your login details, you can click ‘Forgotten your details?’ to reset your password. • If you’re having trouble registering, or are unable to reset your password, you can contact Gallagher using the details on page 15.
6
Made with FlippingBook - professional solution for displaying marketing and sales documents online