NHS Pension Scheme (PO-28378)

Ombudsman’s Determination

Outcome

The complaint is partly upheld. While Mr W’s claim fails on reliance, as he would have retired anyway, the Trust’s provision of an incorrect IHR Estimate and its subsequent failure to note that Mr W’s pensionable pay in the 1995 Section had been erroneously inflated merits a payment by the Trust to Mr W of £1,000 for serious distress and inconvenience.

Complaint summary

Mr W has complained that he was provided with incorrect information about his pension entitlement. He says that he relied on this information when deciding to apply for ill health retirement (IHR) and take benefits.