CMS Pensions LawCast

Episode #25 – Death benefits

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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.    

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