Police Pension Scheme (PO-7097)
Complainant: Ms Jane Lott
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-7097
Outcome: Upheld
Respondent: The Police and Crime Commissioner of South Wales
Type: Pension complaint or dispute
Date:
Complaint summary
Ms Lott’s complaint against the Commissioner and Capita relates to their failure to inform her of the tax penalties on her 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 Ms Lott’s employer, to have informed her of the tax implications of re -employment on her retirement benefits. Its failure to do so has led to Ms Lott incurring tax charges on her retirement benefits.
View determination
DownloadRelated decisions
- Cobham Pension Plan (CAS-95920-X3H4)Complainant: Mr ERespondent: The Trustees of the Cobham Pension PlanOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-95920-X3H4Date:
- NHS Pension Scheme (CAS-60994-H2H2)Complainant: Dr SRespondent: NHS Business Services AuthorityOutcome: UpheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-60994-H2H2Date: