Hoping someone has either experience or this is your job and can help me out of a panic.
My brother has passed away and knew it was coming so cashed out his pension. He asked me to sort out his finances and transfer the pension to his daughter to put in his wife's savings account.
Unfortunately the pension came through after he passed away and I didn't think and transferred it as requested. (25k if that's relevant)
We've now realised that this should not have been done and we need to close down his bank account officially. Are we best to transfer it back then explain to the bank what happened and close it down officially or contact the bank first and then offer to transfer it back? There's nothing underhand and all family members are aware this was his request and is what we've done but it's now causing stress when we were trying to do the opposite and not cause stress to his family 😥