Pension sharing order stop when the original benefactor died

xylophone

She needs to fight her own battles on this.

This lady may be an ex wife but you will note

He and his ex-wife remained good friends after their divorce,

Losing a good friend is a bereavement and bereaved people very often need support coming to terms with their loss and help with its consequences.

Her good friend's best friend is his executor - what more natural than she should seek his  assistance in this particular matter and that he should wish to provide it, particularly in view of the fact that as executor, the pension administrator is seeking to involve him willy nilly?

philh99

As stated twice, this is all that was in the letter - "I can confirm that all benefits have been set up and paid to your ex-wife as per agreement in the pension sharing order." - so, as far as anyone can see it was ... a pension sharing order.
As for her fighting her own battles, she is trying, but, as I've said, they won't talk to her, they won't talk to me about her.
Sometimes, we're all just being nice and trying to help each other.
She is the only person who received payments, they were from when she was 55. My mate didn't retire. If it was his money, but paid to her, then, he should have been taxed on that as accumulated income, along with his wage. He wasn't taxed extra from that.
She never asked me for any help, I would like to ensure there was no injustice done, as he would have himself. I only know that he told me he had signed that pension over to her.

Again, thanks for replies and points made.

dunstonh

As stated twice, this is all that was in the letter - "I can confirm that all benefits have been set up and paid to your ex-wife as per agreement in the pension sharing order." - so, as far as anyone can see it was ... a pension sharing order.

That term is often used as a catchall phrase even though its for a specific method.

A pension sharing order would typically see x% of the existing pension transferred to a pension in the ex-spouses own name.    So, death would not impact.   However, not all schemes can carry out a sharing order like that.

What type of pension was it?

hyubh

philh99 said:

As stated twice, this is all that was in the letter - "I can confirm that all benefits have been set up and paid to your ex-wife as per agreement in the pension sharing order." - so, as far as anyone can see it was ... a pension sharing order.

And yet, from what you've described, in the technical sense it was not. I'm not sure what defending the administrator's right to slightly abuse terms gets you...

As for her fighting her own battles, she is trying, but, as I've said, they won't talk to her, they won't talk to me about her.

All I meant was - I wouldn't expect the administrator to speak to the executor of a deceased member's estate on the behalf of that member's ex-spouse, especially when the ex-spouse never asked for the executor's help. Apologies if it sounds insensitive, but I can't criticise the administrator on that point. 

She is the only person who received payments, they were from when she was 55. My mate didn't retire.

'Retire' for a pension scheme = draw the pension. Retiring in any other sense is neither here nor there.

If it was his money, but paid to her, then, he should have been taxed on that as accumulated income, along with his wage. He wasn't taxed extra from that.

If an earmarking/attachment order, then yes, tax would would have been in respect of his earnings, not the ex-spouse's. However, the pension payments would have been taxed at source regardless. If he had a 'wage', then he wasn't self employed, didn't complete a tax return - everything (including the pension) just through PAYE...?