HSBC Bank (UK) Pension Scheme (PO-24254)
Willis Towers Watson (WTW)
Mrs R’s complaint against the Trustee and WTW 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, WTW shall pay Mrs R £500 in recognition of the significant distress and inconvenience she has suffered because of its error. I do not uphold the complaint against the Trustee.
Mrs R’s complaint concerns the failure to apply a deduction to her pension benefits from age 60. Consequently, an overpayment has occurred which the Trustee is seeking to reclaim. Mrs R disputes the repayment of these funds.
Further, Mrs R says she was not informed that the deduction was a feature of the Scheme and says she did not agree to this.
- Teachers’ Pension Scheme (CAS-13449-R1C9)Complainant: Mrs SRespondent: Teachers' PensionsOutcome: Partly upheldComplaint Topic: Benefits: overpayment (recovery of)Ref: CAS-13449-R1C9Date:
- Invensys Pension Scheme (CAS-37581-L1V4)Complainant: Mr SRespondent: Invensys Pension Trustee LimitedOutcome: Not upheldComplaint Topic: Benefits: overpayment (recovery of)Ref: CAS-37581-L1V4Date: