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Chapelthorpe Plc Pension Fund (CAS-43117-Y3V5)

Complainant: Mr Y
Complaint Topic: Benefits: overpayment (recovery of)
Ref: CAS-43117-Y3V5
Outcome: Partly upheld
Appeal outcome: None
Respondent: Trustees of the Chapelthorpe Plc Pension Fund
Type: Pension complaint or dispute
Date:
Appeal: No

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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