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:

  • How a scheme should share its surplus: elements of proper decision-making examined in relation to a current hot topic
  • How to apologise well: sincere and effective corrective action
  • Avoid time-wasting on a transfer: ensuring your timescales are reasonable
  • How not to run a scheme: trustees can be personally liable where a breach is dishonest.

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 2023. Specific advice should be sought for specific cases. For more information see our terms & conditions.

Date published

28 September 2023

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