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Hewlett-Packard Limited Retirement Benefits Plan (PO-3682)

Complaint Topic: Misquote/misinformation
Ref: PO-3682
Outcome: Partly upheld
Respondent: 1. The Trustees of the Plan
2. Equiniti Paymaster
Type: Pension complaint or dispute
Date:

Complaint Summary

Mrs Horsnell has complained that she was given wrong and misleading advice concerning the tax status of a redundancy payment that was paid into the Scheme.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld to the extent that Mrs Horsnell has incurred some unnecessary fees and distress.  However, she has not suffered a direct financial loss.

 

View determination

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