This month we have drawn together some of the Pensions Ombudsman’s (PO’s) 2015 determinations in two areas which are notoriously problematic for trustees and administrators:
transfers of benefits where pensions liberation is a potential issue; and the award of lump sum death benefits.
The salient points are highlighted below, and all decisions are available for further reading, if required, on the PO’s website. We also assess briefly two High Court decisions awaiting review in the Court of Appeal. Read more.
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