W & J Leigh Staff Pension Scheme (PO-15523)
Complainant: Dr S
Complaint Topic: Benefits: incorrect calculation
Ref: PO-15523
Outcome: Upheld
Respondent: 1. Kerr Henderson (the Actuaries)
2. W & J Leigh Staff Pension Scheme Trustee (the Trustee)
2. W & J Leigh Staff Pension Scheme Trustee (the Trustee)
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
Dr S’ complaint is upheld and to put matters right the Trustee should enhance Dr S’ pension with St James’ Place (SJP) and, it should also pay Dr S compensation for the distress and inconvenience this situation has caused him.
My reasons for reaching this decision are explained in more detail below.
Complaint summary
Dr S has complained because he is unhappy with the way that the Trustee has calculated the shortfall of the transfer value of the pension he had in the Scheme.
View determination
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