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Mercury Provident Pension Scheme (PO-20306)

Complainant: Mrs N
Complaint Topic: Benefits: overpayment (recovery of)
Ref: PO-20306
Outcome: Partly upheld
Respondent: PTL Pitmans Trustees Limited
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mrs N’s complaint against the Trustee is partly upheld.

The Trustee shall pay Mrs N £500 in recognition of:

  • its failure to comply with Section 91 of the Pensions Act 1995; and
  • the significant distress and inconvenience caused to Mrs N.

Complaint summary

Mrs N disagrees with the decision of the Trustee to recoup an overpayment of £5,243.53.

View determination

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