Police Pension Scheme (PO-7096)
2. Capita
Complaint summary
Mr Cherry’s complaint against the Commissioner and Capita relates to their failure to inform him of the tax penalties on his retirement benefits when taking subsequent re-employment.
Summary of the Ombudsman’s Determination and reasons
The complaint should be upheld against the Commissioner because it had a duty of care, as Mr Cherry’s employer, to have informed him of the tax implications of re -employment on his retirement benefits. Its failure to do so has led to Mr Cherry incurring tax charges on his retirement benefits.
View determination
DownloadRelated decisions
- Sears Group Pension Scheme (CAS-38975-F4H6)Complainant: Mr SRespondent: Legal & General Assurance SocietyOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-38975-F4H6Date:
- NHS Pension Scheme (CAS-33218-D4P4)Complainant: Mrs SRespondent: NHS Business Service AuthorityOutcome: Partly upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-33218-D4P4Date: