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 beneficiariesMake reasonable enquiriesProperly manage potential beneficiaries’ expectationsConsider the Pensions OmbudsmanKeep adequate record of the decisions takenTo find out more about our Pensions team or this podcast, head to cms.law.