Pensions Ombudsman Update
March 2024
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:
- Recovery in overpayment cases: where are we now?
- An imperfect PIE: ensuring your communications are carefully weighed
- Rare - but not never: an estoppel defence enforced
- Offsetting contributions? Sufficient connection is required
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 2024. Specific advice should be sought for specific cases. For more information see our terms & conditions.
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