The following Pensions guidance note Produced in partnership with Wyn Derbyshire of gunnercooke LLP provides comprehensive and up to date legal information covering:
This guide is primarily aimed at trainees, newly qualified lawyers and other persons who are new to or unfamiliar with pensions law.
THIS PRACTICE NOTE APPLIES TO TRUST-BASED OCCUPATIONAL PENSION SCHEMES
This beginners’ guide looks at the jurisdiction of the Pensions Ombudsman to deal with occupational and personal pension-related complaints and disputes, including:
the role of the Ombudsman
who can bring a complaint before the Ombudsman and how it is done
the types of complaints/disputes that cannot be determined
the Ombudsman’s powers of redress, and
how to appeal decisions made by the Ombudsman
The Pensions Ombudsman is responsible for investigating and determining:
specified authorised complaints about injustice in consequence of maladministration by trustees, managers and employers involved in occupational and personal pension schemes
disputes of fact or law between specified authorised complainants and trustees, managers and employees involved with occupational and personal pension schemes, and
any question about carrying out trustee duties when it is referred to him by a trustee who is a sole trustee of a scheme
For further information about the nature of maladministration, see Practice Note: The Pensions Ombudsman—when should he be used and what are his powers?
Furthermore, as a result of the Pensions Advisory Service (TPAS) transferring its dispute resolution service to the Pensions Ombudsman from 19 March
**excludes LexisPSL Practice Compliance, Practice Management and Risk and Compliance. To discuss trialling these LexisPSL services please email customer service via our online form. Free trials are only available to individuals based in the UK. We may terminate this trial at any time or decide not to give a trial, for any reason. Trial includes one question to LexisAsk during the length of the trial.
To view the latest version of this document and thousands of others like it, sign-in to LexisPSL or register for a free trial.
Existing user? Sign-in
Take a free trial
Take a free trial
0330 161 1234