Download the latest ‘CMS Pensions LawCast’ episode #25 - Death benefits

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Hosted by CMS Pensions experts this series looks ahead at 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.

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; and
    • Keep adequate record of the decisions taken.

Watch the video here or listen to the podcast here.