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Police Pension Scheme (PO-7097)

Complainant: Ms Jane Lott
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-7097
Outcome: Upheld
Respondent: The Police and Crime Commissioner of South Wales
Type: Pension complaint or dispute
Date:

Complaint summary

Ms Lott’s complaint against the Commissioner and Capita relates to their failure to inform her of the tax penalties on her 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 Ms Lott’s employer, to have informed her of the tax implications of re -employment on her retirement benefits. Its failure to do so has led to Ms Lott incurring tax charges on her retirement benefits.

 

 

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