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1995 NHS Pension Scheme (CAS-48268-J9C2)

Complainant: Mr S
Complaint Topic: Death benefits
Ref: CAS-48268-J9C2
Outcome: Not upheld
Respondent: NHS Business Services Authority (NHS BSA)
Barts Health NHS Trust (the Trust)
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


I do not uphold Mr S’ complaint and no further action is required by NHS BSA or the Trust. 

Complaint summary

Mr S has been authorised by the other Executors to act on behalf of Dr L’s Estate. He has complained that:-

  • A serious ill health lump sum is due from the Scheme, rather than a death in service payment. 
  • Dr L’s estate should be paid the value of the serious ill health lump sum which he was offered before his death.
  • The Trust delayed Dr L’s ill health retirement application in 2018.

View determination


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