Steria Pension Plan (PO-15806)

Ombudsman’s Determination

Outcome

I do not uphold Mr A’s complaint and no further action is required by Capita or the Trustee.

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

Complaint summary

Mr A’s complaint against the Trustee is summarised as:

• Mr A’s deferred benefits within the Scheme should be revalued in line with RPI instead of CPI
• Mr A would like the late retirement factor quantified and projected
• The Trustee did not respond to his IDR request
• Mr A is concerned that there are legal issues with the Scheme
• The Scheme rules were changed in 2011 without member consultation
• There has not been a recent updated Scheme member booklet

Mr A complains that Capita has repeatedly failed to respond to his correspondence.