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Old British Steel Pension Scheme (CAS-89142-L1R8)

Complainant: Mr L, on behalf of the estate of Mr O
Complaint Topic: Benefits: overpayment (recovery of)
Ref: CAS-89142-L1R8
Respondent: Open Trustees Limited
Barnett Waddingham
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr L’s complaint, and no further action is required by the Trustee or the Administrator. 

Complaint summary

Mr L complained that as his father, Mr O, entered into an agreement to exchange his pension for a one-off lump sum before he died, even though the lump sum was paid after his death, the Scheme should not recover the amount from his father's estate.

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