Research and analysis

Provision of survivors’ benefits in occupational pension schemes

This research looks at the differences between benefits from Defined Benefit pension schemes for surviving partners of a scheme member.

Documents

Provision of survivors’ benefits in private sector Defined Benefit occupational pension schemes

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Summary: Provision of survivors’ benefits in private sector Defined Benefit occupational pension schemes

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Details

This research investigates the benefits from private sector Defined Benefit pension schemes provided to members’ partners on the death of the member. It describes the differences in benefits provided to different groups of survivors.

The research will inform the review of survivors’ benefits in occupational pension schemes. The review is a requirement of section 16 of the Marriage (Same Sex Couples) Act.

The research was commissioned because the existing evidence only described whether the pension schemes provided benefits to survivors. It did not describe whether there are differences in the benefits paid to different groups of survivors.

The 2011 Occupational Pension Scheme Survey provides information on the payment of survivor benefits to legal spouses.

The DWP-funded Employer Pension Provision survey collected information on the provision of survivors’ benefits in 2009.

Authors: Lorna Adams, Rob Warren, Alice Large and Margaret Anderson (IFF Research)

Published 26 June 2014