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:

  • Trustees are likely to find themselves under increasing pressure to offer discretionary increases – considering such a decision

  • Death benefits – avoiding delays: review your processes

  • While fund switching restrictions may be reasonable, communication is key

  • Automatic enrolment notifications: getting the hows and whats right

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 September 2022. Specific advice should be sought for specific cases. For more information see our terms & conditions.

Date published

07 September 2022

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