In most cases, a beneficiary change can be reversed if the request has not yet been finalised. Advisers should contact support as soon as possible with the case reference number to stop or amend the request.
If the change has already been processed, a new beneficiary update request may be needed to override the previous one.
It is recommended to double-check all details before submission, as changes can sometimes require reassessment and may take several days to complete again. Some providers may place temporary holds or require additional signatures if conflicting instructions are received.
If the change has already been processed, a new beneficiary update request may be needed to override the previous one.
It is recommended to double-check all details before submission, as changes can sometimes require reassessment and may take several days to complete again. Some providers may place temporary holds or require additional signatures if conflicting instructions are received.
