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The EDF Group of the Electricity Supply Pension Scheme (CAS-80646-G2G3)

Complainant: Mrs Y
Complaint Topic: Death benefits
Ref: CAS-80646-G2G3
Outcome: Not upheld
Respondent: Mercer Limited
EDFG Trustee Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’s complaint, and no further action is required by Mercer or the Trustee.  

Complaint summary

Mrs Y’s complaint concerns: 

  • delays by Mercer in setting up and paying a widow's pension, after the death of her husband, Mr Y;

  • the provision of incorrect information about her eligibility to receive a death lump sum payment; and 

  • in her capacity as Executor of the Estate of Mr Y (the Estate), she believes that Mr Y was provided with insufficient information when he claimed his benefits.

View determination

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