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Pfizer Group Pension Scheme (CAS-120149-V2J3)

Complainant: Mr K
Complaint Topic: Misquote/misinformation
Ref: CAS-120149-V2J3
Outcome: Not upheld
Respondent: The Trustees of the Pfizer Group Pension Scheme
Capita
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr K’s complaint, and no further action is required by the Trustees or Capita. 

Complaint summary

Mr K’s complaint is that he was misinformed that late retirement factors (LRFs) would be applied to his pension if he deferred taking his pension after he turned 60.

Mr K believes that he has been discriminated against, due to his age, and that he should be treated in the same way as anyone else in the Scheme who retires after their normal retirement date (NRD), that is, by receiving an LRF uplift.

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