Pensions Life Hacks: Expression of Wishes Forms – Avoiding Pitfalls

October 2023
Region: Europe
In our series, Pensions Life Hacks, we provide top tips to help trustees deal with tricky situations. These are based on issues that we have come across in practice and we would like to help you to avoid the pitfalls.

In the next of our Pensions Life Hacks series, Pensions partner Philip Sutton considers expression of wishes (EoW) forms. It is a good discipline for trustees to encourage members to keep their EoW forms up to date, but are members clear on what benefits are potentially covered, or would a reminder be worthwhile?

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