I do not uphold Mr O’s complaint and no further action is required by Hartley.
Mr O is unhappy because Hartley allowed him to withdraw two tax-free payments from the Scheme, when he had already reached his Lifetime Allowance (LTA).
Hartley is now asking Mr O to repay £17,303.21 to the Scheme, in order to cover the resulting tax charge.
- Renault UK Limited Pension Fund - Renault Section (CAS-36353-J5C3)Complainant: Mr DRespondent: Mercer
The Trustees of the Renault UK Limited Pension FundOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-36353-J5C3Date:
- Local Government Pension Scheme (CAS-29702-L0S7)Complainant: Mr URespondent: Southwark CouncilOutcome: UpheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-29702-L0S7Date: