Skip to main content

NHS Pension Scheme (CAS-33218-D4P4)

Complainant: Mrs S
Complaint Topic: Failure to provide information/act on instructions
Ref: CAS-33218-D4P4
Outcome: Partly upheld
Appeal outcome: None
Respondent: NHS Business Service Authority
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mrs S’ complaint against NHS BSA is partly upheld. To put matters right, NHS BSA shall:

· recalculate the early retirement pension and tax free cash sum available to Mrs S from the Scheme based on her pensionable pay of £48,903.46 per annum and her increased total reckonable membership of 25 years 51 days;

· pay Mrs S the additional pension and tax free cash, backdated to her early retirement date and also pay her interest for late payment as provided for in the NHS Regulations; and

· pay Mrs S £500 in recognition of the significant non-financial injustice which she has suffered dealing with this matter.

Complaint summary

Mrs S has complained that:-

· The records held by NHS Pensions* for her membership of the Scheme are incomplete and flawed.

· NHS Pensions used incorrect lower pensionable pay and reckonable membership to calculate the deferred benefits available to her from the Scheme.

· NHS Pensions did not inform her that she would lose her Special Class Status (SCS) on becoming a deferred member of the Scheme and consequently would no longer be eligible for a lower normal retirement age (NRA) of 55.

· She has suffered considerable distress and inconvenience dealing with this matter.

View determination

Download

Related decisions

  • Sears Group Pension Scheme (CAS-38975-F4H6)
    Complainant: Mr S
    Respondent: Legal & General Assurance Society
    Outcome: Not upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-38975-F4H6
    Date:
  • NHS Pension Scheme (CAS-54702-Y2X3)
    Complainant: Dr U
    Respondent: NHS Business Services Authority
    Outcome: Not upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-54702-Y2X3
    Date: