Transfer your ISA | Wesleyan

If you need to tell us about the death of a Wesleyan policyholder, please fill out the short form below. We’ll then be in touch by phone or email to offer support and let you know of any next steps.

Please let us know the details of the policyholder who has died.

Their name*

First nameLast name

Wesleyan reference number

You can find this on correspondence from us, such as letters or emails.

Their financial product(s), if known

Allied Steel Wired Scheme (Group Pensions)Investment (All non-pension investment products, e.g. ISAs, Capital Investment Bonds etc.)Pension (All uncrystallised Personal Pensions)Protection (Individual or Group)Retirement (Inc. Flexi Access Drawdown or Annuity)Wesleyan Staff Pension (Group Pensions)

Date of birth*

Date of death*

Their address

Street Address

Street Address Line 2

CityCounty

Postcode

Has the death been registered and a death certificate obtained?*

Death certificate number

You can find this in the top right hand corner of the certificate

Did they leave a will?*

Has probate been granted?

Were they married or in a civil partnership?*

Please give name of spouse or civil partner, their date of birth, and home and email address (if known):

Did they have any children?*

Please give child's or children's name(s), date(s) of birth, and home and email address(es) (if known):

Tell us about you

Tell us about the person who's passed away