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Nortel Networks UK Pension Plan (PO-25052)

Complainant: Mr Y
Complaint Topic: Administration
Ref: PO-25052
Outcome: Not upheld
Appeal outcome: None
Respondent: Nortel Networks UK Pension Trust Limited (the Trustee)
Willis Towers Watson (the Administrator)
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by the Trustee or the Administrator

Complaint summary

Mr Y says that the Trustee and the Administrator did not inform him of legislative changes in 2006, which meant that his pension entitlement exceeded the lifetime allowance (LTA).

Mr Y also complains that P60s relating to his pension from the Plan did not quote the LTA percentage of his benefits and that he has consequently suffered financial detriment.

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