Nestle UK Pension Fund (PO-15462)

Ombudsman’s Determination

Outcome

I do not uphold Miss W’s complaint and no further action is required by the Trustees.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Miss W complains that the Trustees have wrongly rejected her application for a dependant’s pension from the Fund because, in her view, she has shown that she was financially dependent on her brother, Mr W, at the time of his death in June 2016. Miss W also contends that she was told that if she could prove financial dependency on Mr W under such circumstances the benefits available to her from the Fund would be superior than a refund of Mr W’s contributions to the Fund with interest of £787.70 which she received in January 2017.