Pensions Ombudsman update

21 September 2016

21 September 2016

Pinsent Masons has produced an interesting briefing about Pensions Ombudsman news and determinations.

Topics included in this edition are:

  • Considering an application for ill-health early retirement
  • Due diligence required on transferring out
  • Retiring on the basis of an incorrect retirement benefits statement
  • No maladministration where a member is 'forced' into deferred status because of business sale
  • Retiring on the basis of incorrect retirement benefit quotations
  • Justifying exercising discretion
  • Disagreement on level of transferred benefits
  • Loss of enhanced redundancy terms on opting-out

The full update can read on Pensions Matter at Pinsent Masons.