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Zen Section

How do I add reversionary details to an existing pension?

Include Page

  1. Select the relevant pension account (the edit screen will appear).

  2. Expand the Show Nominate Beneficiaries section:
  3. Select Yes next to Reversionary Pension
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  4. Select Add Beneficiary to add the details of the reversionary beneficiary. 

  5. Select Save

The pension letters and minutes will be automatically updated indicating the pension will automatically revert to the nominated beneficiary.