Disputes

When a good employee goes bad… is their pension at risk?

Helen Powell

The Pensions Ombudsman has recently had to consider the case of a convicted fraudster, Mr A, who had embezzled around £500,000 from his former employer, but had been made redundant in a separate exercise before his fraud was discovered. Mr A had been made bankrupt on the employer’s petition, but this did not give the Read More

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Cybersecurity: a cautionary tale

Andrew Cork

Data protection and cybersecurity are undoubtedly hot topics in the pensions world at the moment – and will continue to be so for some time.  As part of our regular training to clients, we talk a lot about the structural protection that needs to be in place, such as drafting supplier contracts correctly and monitoring Read More

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Survivor benefits – in the news (again)

Jason Shaw

The Supreme Court recently unanimously declared that the unmarried partner of a deceased member should be paid a survivor benefit to which she was not entitled under the scheme rules (the existing rule being unlawfully discriminatory): In the matter of an application by Denise Brewster for Judicial Review (Northern Ireland). Trustees and sponsors of private Read More

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Recovering overpayments – where to draw the line?

Jason Shaw

Recovering overpayments can be a real headache for trustees. Failing to take the right steps at the right time can have a real impact on the prospect of recovering any overpaid monies at all. In addition, the time and cost involved in recovering the monies can sometimes entirely dwarf the amount that could be recovered. Read More

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Correcting mistakes – a cheaper alternative to rectification?

Jason Shaw

It is surprisingly common for there to be mistakes in scheme rules. Quite often, the way those mistakes are remedied is by the employer and/or trustees going to court for rectification of the erroneous provisions. Occasionally, however, it may be possible for trustees to take advantage of an alternative, and cheaper, procedure provided for under Read More

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