Police Pension Scheme (PO-7096)
Complainant: Mr John Cherry
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-7096
Outcome: Upheld
Respondent: 1. The Police and Crime Commissioner of South Wales (the Commissioner)
2. Capita
2. Capita
Type: Pension complaint or dispute
Date:
Complaint summary
Mr Cherry’s complaint against the Commissioner and Capita relates to their failure to inform him of the tax penalties on his retirement benefits when taking subsequent re-employment.
Summary of the Ombudsman’s Determination and reasons
The complaint should be upheld against the Commissioner because it had a duty of care, as Mr Cherry’s employer, to have informed him of the tax implications of re -employment on his retirement benefits. Its failure to do so has led to Mr Cherry incurring tax charges on his retirement benefits.
View determination
DownloadRelated decisions
- Cobham Pension Plan (CAS-95920-X3H4)Complainant: Mr ERespondent: The Trustees of the Cobham Pension PlanOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-95920-X3H4Date:
- NHS Pension Scheme (CAS-60994-H2H2)Complainant: Dr SRespondent: NHS Business Services AuthorityOutcome: UpheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-60994-H2H2Date: