Smith & Nephew UK Pension Fund (PO-6742)
Ombudsman’s Determination
Outcome
I partly uphold Ms D’s complaint.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Ms D is complaining that AH, the Fund administrators paid her an incorrect lump sum and pension. She says that she relied on the incorrect figures when deciding to retire at age 55. Ms D has agreed to repay the part of the cash sum that she was not entitled to. However, she contends that she should be entitled to the incorrectly quoted pension of £5,534.69 per annum.
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