What happens to my investments when I die?


What happens to your investments depends on which type of account you have.

Personal Pension

You can let us know who you'd like to leave your investment to by completing an 'expression of wish' and keeping it up to date. 

To add or change your beneficiaries:

  • Log in to your account.

  • Go to the left-hand menu and choose Account settings.

  • Choose Manage beneficiaries.

Stocks and Shares ISA, Junior ISA and General Account

While you cannot nominate a beneficiary for your Vanguard Stocks and Shares ISA, General Account or Junior ISA from within your online account, you can name your beneficiaries of your Vanguard accounts in your will.

It's important to appoint executors in your will and record who you would like your Vanguard accounts left to. That will make it easier for your loved ones when you die."

Need more help?

Our UK-based team is ready to answer your questions

Do you have a Vanguard account?

Getting help in difficult circumstances

Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.

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