RPSM10105420 - Technical Pages: Death benefits: Lump sums pre 6 April 2011: Member dies aged 75 or over: No nomination is made for payment of a charity or transfer lump sum death benefit

This guidance only covers the position where the member died before 6 April 2011. If the member died on or after 6 April 2011 see RPSM10106000.

If no nomination is made for payment of a charity lump sum death benefit or transfer lump sum death benefit

[Para 19(1)(d) and 2(e), Sch 29]

If neither the member nor dependant makes a nomination the scheme administrator may distribute the remaining alternatively secured pension fund or dependants’ alternatively secured pension fund by paying

  • where the member or dependant entitled to a dependant’s alternatively secured pension fund died before 6 April 2007 a transfer lump sum death benefit. The scheme administrator may nominate which scheme member (or members) will benefit from the payment, and / or-
  • after 6 April 2007, they may pay a charity lump sum death benefit to a charity of their choosing
  Glossary (RPSM20000000)