Effectively Handling Complaints to the Pensions Ombudsman - A Best Practice Guide

Introduction

The Pensions Ombudsman is an independent organisation set up to determine complaints about occupational and personal pension arrangements.

It provides a free service.

As well as considering the rules and arrangements that apply to the Pensions Ombudsman, this new virtual classroom seminar will also compare it to other similar industry ombudsman schemes.

The session is suitable for lawyers, compliance professionals, FCA regulated persons, and professionals working in the financial services industry.

What You Will Learn

This live and interactive course will cover the following:

• The legal basis for the Pensions Ombudsman
• Those who are entitled to seek a determination from the Pensions Ombudsman
• The firms who are subject to the Pensions Ombudsman’s jurisdiction
• The process followed by the Pensions Ombudsman and the basis on which it makes determinations
• Considering previous decisions made by the Pensions Ombudsman
• The Pensions Ombudsman’s Resolution Team
• The future strategic direction of the Pensions Ombudsman

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.