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NHS Pension Scheme (CAS-39827-R8Q6)

Complainant: Ms N
Complaint Topic: Misquote/misinformation
Ref: CAS-39827-R8Q6
Outcome: Partly upheld
Appeal outcome: None
Respondent: NHS BSA
University Hospitals Birmingham NHS Foundation Trust
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mrs N’s complaint is partly upheld and to put matters right UHB shall pay Mrs N simple interest calculated at the base rate for the time being quoted by the Bank of England on the contributions made erroneously into the Added Years contract and which were returned to her net of Income Tax and National Insurance. UHB shall also pay Mrs N the sum of £500 in recognition of the distress and inconvenience she has experienced in pursuit of her complaint.

Complaint summary

Mrs N’s complaint is that, after she re-joined the Scheme in August 2013, she was permitted to resume contributions to her previous Added Years contract in error. Mrs N says that, had she been properly advised, she would not have made these contributions, and instead would have invested the money elsewhere.

Mrs N also says she suffered a measure of distress and inconvenience in her attempts to discover what had gone wrong and to have matters put right.

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