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Complainant: Mr O
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-27667
Outcome: Not upheld
Appeal outcome: None
Respondent: Hartley SAS Ltd
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr O’s complaint and no further action is required by Hartley.

Complaint summary

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.

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