Pension Support in Cases of Ill-Health Retirement and Bereavement Survey (Charity / Not-For-Profit Sector)

1. Introduction

The Charities Pensions Club (CPC) (www.charitiespensionsclub.com) 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.

All responses will be treated anonymously, and participants will receive a short report summarising the findings. The report will be available to participants of the report and the CPC community, members and partners. 

*When we refer to the 'pension team' in the question below, we understand that not all charities have a dedicated team—this therefore may include anyone responsible for managing or supporting pension-related matters.

  • This survey is for charities/not-for-profit organisations only.
  • It is free to participate in, and all data will be anonymised and aggregated in the report results.
  • It should take you no longer than 10 minutes to complete. 
  • Further information about our privacy policies can be found here.
  • The deadline to complete this survey is Tuesday 10 June 2025. 
  • Results will be shared by mid-July 2025.
  • Even if you're not currently active in the areas listed below, your participation is still valuable. By sharing your status, you help us assess market activity levels. In return, you'll receive a copy of the findings, complete with actionable insights and market data to inform your future practices.

About Us

The CPC is a niche networking club for those responsible for pensions at charities and not-for-profits. We aim to share knowledge and support in a cost effective way for our members. To find out more about our club and further membership benefits click here.

If you have any questions regarding this survey or the CPC please contact chloe@charitiespensionsclub.com

 

1. Organisation Name *

 

2. Type of Organisation *

 

3. Approximate Annual Income *

 

4. Approximate Number of Employees *

 

5. Contact Name *

 

6. Job Title *

 

7. Email Address (*the results of this survey will be sent to this email address) *

 

8. How does your pension team support individuals going through an ill-health retirement process?

(e.g., types of communication, tone/style used, accessibility, involvement with HR or occupational health) *

 

9. What specific support or services does your pension team provide to families or dependents after the death of a staff member?

(e.g., guidance on death-in-service benefits, how contact is initiated, tone and timing of communications) *

 

10. What role does the pensions team play in helping claim life assurance or group protection benefits (if applicable)?

(e.g., acting as liaison, providing claim forms, explaining eligibility) *

 

11. In your experience, what approaches or practices have been most effective in providing a compassionate service during bereavement or ill-health cases?

(e.g., designated contact, training in sensitive communication, personalisation) *

 

12. Are there any particular challenges your team has faced when supporting colleagues or families in these situations?

(e.g., delays, complex admin, communication gaps) *

 

13. 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? *

 

14. Are you happy for your organisation to be named as a participating organisation in the survey report? (All data will be aggregated and anonymised in the report). *