Episode #25 – Death benefits

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.