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Invensys Pension Scheme (PO-29379)

Complainant: Mr Y
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-29379
Outcome: Not upheld
Respondent: Invensys Pension Trustee Limited
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by Invensys Pension Trustee Limited

Complaint summary

Mr Y’s complaint is that the Trustee has unfairly rejected his request for early retirement, because it says that he remains in significant gainful employment. Mr Y argues that he had not previously been informed of the criteria on which the Trustee decides the meaning of “significant gainful employment”. He says that other members in similar circumstances have been allowed to retire early.

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