In brief
2025 was a busy year for pensions in both the courts and at the Pensions Ombudsman. Following our case law and Pensions Ombudsman determination webinar in late January, our recent publication focuses on some of the most interesting cases and Ombudsman determinations from 2025 and takes a look at what we can expect in 2026.
Key issues
Our publication provides a summary of the key court decisions and Ombudsman determinations from 2025, highlighting key takeaways for trustees and employers on issues such as:
- What can trustees (and employers) learn from recent cases involving the taking of “momentous” decisions about surplus allocation in the context of scheme wind-up?
- Where amendment powers restrict future service changes, how should terms such as “accrued rights or interests” be construed? Should statutory references in scheme rules be treated as static or dynamic?
- How will the courts approach multiple historic drafting errors?
- What do recent Pensions Ombudsman determinations tell us about key trustee risk areas such as overpayments, transfers, Guaranteed Minimum Pension (GMP) equalisation, administration service levels and discretionary benefits?
- How is the Pensions Ombudsman’s approach to handling complaints evolving, including the use of “lead cases”?
Download the full version of Recent pensions cases and Pensions Ombudsman developments.
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