BAE Systems Pension Scheme (PO-18109 and PO-18602)

Ombudsman’s Determination

Outcome

I do not uphold Ms H’s complaints and no further action is required by the Trustee or the Administrator.

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

Complaint summary

Mr D’s widow, Ms H has complained that Mr D’s reliance on the benefit statements he received from the Administrators between 2001 and 2016 resulted in him incurring a financial loss. Ms H has also complained that as a result of the incorrect statements Mr D received from the Administrators, her dependant’s pension benefits are lower than she and Mr D had expected.