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Hosted by CMS Pensions experts, this series looks ahead to the key issues developing in the pensions sector, with a specific focus on what you need to know, and practically, what you need to do.
Episodes
Tuesday May 18, 2021
Tuesday May 18, 2021
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.