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.
