Police Pension Scheme (PO-7096)
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.
- NHS Pension Scheme (CAS-53198-W8C5)Complainant: Miss RRespondent: NHS Business Services AuthorityOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-53198-W8C5Date:
- BP Pension Fund (CAS-52248-V9M5)Complainant: Mr TRespondent: BP Pension Trustees Limited (the Trustee)
BP UK Pensions & Benefits (the Administrator)Outcome: Partly upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-52248-V9M5Date: