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Universities Superannuation Scheme (CAS-43910-C4R7)

Complainant: Mrs E
Complaint Topic: Contributions: failure to pay into scheme
Ref: CAS-43910-C4R7
Outcome: Partly upheld
Appeal outcome: None
Respondent: University of Southampton
Universities Superannuation Scheme Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mrs E’s complaint against UoS and the Trustee is partly upheld. To put matters right, UoS and the Trustee shall action Mrs E’s chosen option, set out in paragraph 32 below.

Complaint summary

Mrs E’s added years policy ended in February 2016 however she continued to make contributions until September 2018. As a result, Mrs E has accumulated overpaid contributions. Mrs E has complained about the decision not to allow her to use these overpaid contributions towards purchasing additional pensionable service.

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