Keep abreast of the latest pensions ombudsman's decisions
Important areas covered in this edition include:
Pensions liberation – actions taken before Hughes judged without hindsight
Trustees acted reasonably in delaying transfer request in light of potential legal proceedings brought against a member by the employer
CETVs – benefits after pension sharing order lower than anticipated
Gifts to children for wedding and house deposit did not amount to a change of position defence in relation to overpayment
This publication is intended for general guidance and represents our understanding of the relevant law and practice as at May 2017. Specific advice should be sought for specific cases. For more information see our terms and conditions.