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The Cooper Consolidated Pension Plan (PO-20823)

Complainant: Mr Y
Complaint Topic: Benefits: overpayment (recovery of)
Ref: PO-20823
Outcome: Partly upheld
Respondent: 1. Barnett Waddingham LLP
2. Trustees of the Cooper Consolidated Pension Plan
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

Mr Y’s complaint against the Trustee is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that is upheld, the Trustee shall pay Mr Y £1,000 for the serious distress and inconvenience he has suffered.

Complaint summary

Mr Y contends that the Trustee has made an error about which section of the Plan he is a member of and therefore which benefits he is entitled to. He is unhappy with the assertion by the Administrator and Trustee, that his pension benefits have been overpaid becase of an administrative error. He disputes that an overpayment has occurred, and has questioned the calculation of the overpayment.

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