BTPS

Expression of Wish

Lump sums on death are paid by the Trustee under what is known as a 'discretionary trust' and, generally, this means the payments are NOT liable for Inheritance Tax. By completing a Expression of Wish Form you can inform the Trustee of the person(s) to whom you wish any lump sum to be paid if/when you die.

You can download an Expression of Wish Form by using the link below. The purpose of this Form is to enable BTPS members and pensioners to let the Trustee know to whom they would like any lump sum death benefits to be paid. The Expression of Wish Form is also available via Pensions Portal.

Downloads

To view any pdf files you will need Adobe Acrobat version 5.0 or above installed on your computer. You can download this free plugin by clicking here.