We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Police Pension Scheme (PO-7096)

Complainant: Mr John Cherry
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-7096
Outcome: Upheld
Respondent: 1. The Police and Crime Commissioner of South Wales (the Commissioner)
2. Capita
Type: Pension complaint or dispute
Date:

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

Download

Related decisions

  • Sears Group Pension Scheme (CAS-38975-F4H6)
    Complainant: Mr S
    Respondent: Legal & General Assurance Society
    Outcome: Not upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-38975-F4H6
    Date:
  • NHS Pension Scheme (CAS-33218-D4P4)
    Complainant: Mrs S
    Respondent: NHS Business Service Authority
    Outcome: Partly upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-33218-D4P4
    Date:
View all decisions