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Stanard Life NAME/Transfer
plumb1_2
Posts: 4,599 Forumite
I took out a Stanardlife stakeholder pension,for my daughter a few years ago,as she was under 16.
I am first named on the pension and she is second,what i would like to know is if I ask Standardlife to take my name off,(she is 18) now.
Will this affect any windfall bonus/free share when they turn PLC.
I am first named on the pension and she is second,what i would like to know is if I ask Standardlife to take my name off,(she is 18) now.
Will this affect any windfall bonus/free share when they turn PLC.
A thankyou is payment enough .
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Comments
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HI plumb1
IIRC the first named person on the policy is the member and gets the windfall.Thus if you take your name off, she will get it.
But do check on the website for the latest on membership matters pre DM.
https://www.standardlife.co.ukTrying to keep it simple...
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