Bereavement
Supporting You Through Bereavement
Losing someone close to you is never easy, and we understand how difficult it can be to manage financial matters during such a time. That’s why we’re here to help make things as simple and stress-free as possible.
Our aim is to guide you through the process of handling the investments of a deceased investor with clarity and care. Whether you're unsure of the next steps or need help understanding your options, our team is here to support you.
Bereavement Guide
Our Bereavement Guide offers clear, step-by-step information to help you through the process. It brings together all the relevant documents and actions in one place, making it easier for you to stay organised and informed.
Quick Access to Key Forms
As outlined in the Bereavement Guide, you may need to complete one or more of the following forms. You can download them using the links below:
Application Form for a General Investment Account (GIA)
Application Form for an Individual Savings Account (ISA)
Withdrawal Form for Executor(s)/Personal Representative(s)
If you’re unable to print the forms, we’re happy to send you a copy by post. Just give us a call by using the telephone number below.
Need further support?
Please don’t hesitate to get in touch:
Telephone: 0344 822 8910
Telephone lines are open Monday to Friday between 9:00am and 5:30pm.
Post: Schroders Personal Wealth (ACD), PO Box 13482, Chelmsford, CM99 2GN