Tell us about a bereavement

We realise this may be a difficult time for you. We’re here to provide support if you need to let us know that someone has died.

If you’ve already told Lloyds Bank, Halifax or Bank of Scotland, you don’t need to let us know. They’ll do this for you.

Tell us online

We’ll need you to share some information about the person that died and yourself. The easiest way to do this is our online form.

Tell us online

What to expect

What we’ll need from you

We’ll need you to send us a copy of the death certificate when you have it. There are a few ways to do this.

  • Email a copy to mailbox.estates@scottishwidows.co.uk
  • Take it in to a Lloyds Bank, Halifax or Bank of Scotland branch.
  • Send a copy to us at the address below. We recommend you use guaranteed or recorded delivery.

We’ll need an original copy, or one certified by a Lloyds Bank, Halifax or Bank of Scotland colleague or a solicitor.
 

What happens next

We’ll update our systems and arrange for all marketing to stop.

We may need some extra information before we can close a product or account, for example:

  • if the person who has died has left a will, we may ask you to provide a copy
  • if we need a grant of probate, letters of administration (England and Wales) or confirmation (Scotland). These are court-appointed documents that identify the people who have the legal right to deal with the estate of the person who has died. We’ll let you know if we need this when we first speak with you.

We’ll get in touch to let you know.

Once we have everything, we’ll handle the rest and keep you informed during the process. 

Support

We’ve produced a bereavement support leaflet (PDF, 91KB) with information on other things you may need to consider. This includes a jargon buster, which we hope you’ll find useful.

Please contact us if you would like a braille, large print or audio version of this document.

Tell us online

The easiest way to let us know about a bereavement is our online form.

Tell us online

Get in touch by phone

You can let us know about a bereavement, or talk to us about a bereavement you’ve already told us about, by phone. We’ll ask you to provide the following information:

  • Full name, date of birth and address of the person who has died.
  • Your address, daytime contact number and email address.
  • The plan and/or policy number – you’ll find this in the policy documents, but don’t worry if you don’t have this.

We’re open 9am to 5pm, Monday to Friday. Calls may be recorded and monitored to help us improve our services and are charged at local rate.

If you have a hearing or speech impairment you can contact us using the Relay UK service, available 24 hours a day, 7 days a week. Or you can call using textphone on 18001.

Get in touch by post

If you’d like to get in touch by post, please remember to include the information we’ve mentioned above. You can write to us at:

PO Box 24177
69 Morrison Street 
EDINBURGH 
EH3 1HL