PENSION PAYMENT TO EX SPOUSE ON DEATH

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ian conlon actuary
Platinum Member

10 Oct 12 #360226 by ian conlon actuary

Reply from ian conlon actuary

I have been working on the assumption that the payment is a discretionary payment in which case the only way in which the trustees can be challenged successfully is if it is demonstrated that they did not consider all of the facts in making their decision.
Your friend does have the option of making a counter offer to the new wife.

Action
Posted by
Platinum Member

10 Oct 12 #360236 by Action

Reply from Action

Thank you, that''s useful to know. Glad I''m not in my friend''s shoes right now!

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