Survey on Pension Support in Cases of Ill-Health Retirement and Bereavement
Posted on 6th May 2025 at 14:28
**SURVEY OPEN UNTIL 10th JUNE 2025**
How do you support individuals and families during times of ill-health retirement or bereavement?
The Charities Pensions Club is gathering insights into how pension teams in the charity and not-for-profit sector provide compassionate, effective support to individuals and families during times of ill-health retirement or bereavement.
Your responses will help us identify best practices.
Why Are We Conducting This Survey?
This survey has been initiated at the request of one of our members, The Church of England Pensions Board.
As an organisation driven by the needs and interests of our members, we are committed to responding to their requests and continuously improving our services.
This initiative builds upon a recent survey we conducted on Defined Contribution (DC) member engagement, also requested by our members. By addressing these topics, we aim to enhance our understanding and support for the challenges faced by our community.
"We know that cases involving ill-health and bereavement are extremely sensitive, and require a lot of care. We are starting to look more closely at how we deal with these cases to not only ensure we meet best practice, but see if there are ways we can go ‘one step further’ where we can. It would be great to know how other charities deal with cases like these so we can learn from each other."
Joel Ryan, Head of Engagement and Governance, The Church of England Pensions Board and CPC Member
This short survey is FREE for any charity or not-for-profit to take part in and should take you no longer than 10 mins to complete. All data will be aggregated and anonymised.
All survey participants will receive a complimentary report with the results of our research.
Click on the link below to start the survey.
The deadline to complete the survey is 10 June 2025.
Results will be shared with all report participants and the CPC community, members and partners by mid-July 2025.
Our survey will ask the following questions:
How does your pension team support individuals going through an ill-health retirement process?
What specific support or services does your pension team provide to families or dependents after the death of a staff member?
What role does the pensions team play in helping claim life assurance or group protection benefits (if applicable)?
In your experience, what approaches or practices have been most effective in providing a compassionate service during bereavement or ill-health cases?
Are there any particular challenges your team has faced when supporting colleagues or families in these situations?
Is there anything else you'd like to share about how your organisation approaches customer service to staff and families in pension-related support during difficult life events?
If you have any queries about this survey or the CPC, please contact the CPC Director Chloe Scragg at chloe@charitiespensionsclub.com or call 07504 855972.
For more information about Charities Pensions Club, please contact chloe@charitiespensionsclub.com
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