NHS Pension Scheme (PO-12197)
Complainant: Dr D
Complaint Topic: Transfers: general
Ref: PO-12197
Outcome: Upheld
Respondent: NHS Business Services Authority
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
Dr D’s complaint is upheld to the extent that she has suffered distress and inconvenience and, to put matters right, NHSBSA should pay her £500 compensation.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Dr D’s complaint against NHSBSA is that it failed to provide a cash equivalent transfer value (CETV) of her benefits in the Scheme before the government deadline. This prevented her from transferring her pension to a money purchase arrangement and has significantly affected the financial security of her children.
View determination
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