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Police Pension Scheme (PO-7098)

Complainant: Mr Julian Dodge
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-7098
Outcome: Upheld
Respondent: 1. The Police and Crime Commissioner of South Wales( the Commissioner)
2. Capita
Type: Pension complaint or dispute
Date:

Complaint summary

Mr Dodge’s complaint against the Commissioner and Capita relates to their failure to inform him of the tax penalties on his retirement benefits when taking subsequent re-employment.

Summary of the Ombudsman’s Determination and reasons

The complaint should be upheld against the Commissioner because it had a duty of care, as Mr Dodge’s employer, to have informed him of the tax implications of re -employment on his retirement benefits. Its failure to do so has led to Mr Dodge incurring tax charges on his retirement benefits.

 

View determination

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