Chapelthorpe Plc Pension Fund (CAS-43117-Y3V5)
Ombudsman’s Determination
Outcome
Mr Y’s complaint against the Trustees is partly upheld. To put matters right, the Trustees shall pay £500 to Mr Y in recognition of the significant distress and inconvenience caused to him by their error.
Complaint summary
Mr Y has complained that the Trustees are now claiming that he was not permitted to retire early without a reduction to his pension and that he has been overpaid. The Trustees are seeking to reclaim the purportedly overpaid funds.
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