The Pensions Ombudsman continues to hand down a number of important decisions.

These are relevant for trustees and sponsoring employers of pension schemes and their professional advisers.

Our top takeaways from our latest Pensions Ombudsman Update include:

  • What schemes need to do to ensure their transfer processes are up to scratch

  • Ill health procedures – consider how to reduce complexity and stress

  • Best practice on decision-making and exercises of discretion

  • The challenges of explaining the (nearly) inexplicable

Plus – be aware of some recent news and publications from the Ombudsman.

This publication is intended for general guidance and represents our understanding of the relevant law and practice as at March 2023. Specific advice should be sought for specific cases. For more information see our terms & conditions.

Date published

01 March 2023

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