Episode #25 – Death benefits

CMS Pensions LawCast

English - May 18, 2021 11:37 - 12 minutes - 12.4 MB
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Previous Episode: Episode #24 – Pension Scams

Next Episode: Episode #26 - Overpayments

In this episode Alistair Hill, Chris Ransom and Doyin Olugbemiga discuss death benefits.

In particular, the group looks at:

Basic principles of decision making
Top five tips for Trustees in discretionary death cases:
Identify all potential beneficiaries
Make reasonable enquiries
Properly manage potential beneficiaries’ expectations
Consider the Pensions Ombudsman
Keep adequate record of the decisions taken

To find out more about our Pensions team or this podcast, head to cms.law.