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NHS Pension Scheme (PO-4469)

Complainant: Dr Paul Alford
Complaint Topic: Misquote/misinformation
Ref: PO-4469
Outcome: Not upheld
Respondent: NHS Pensions
Type: Pension complaint or dispute
Date:

Complaint summary

Dr Alford has complained that NHS Pensions’ maladministration of the annual pension estimate process has resulted in him being liable for an Annual Allowance (AA) tax charge in the 2011/12 tax year.

Summary of the Ombudsman’s determination and reasons

The complaint should not be upheld against NHS Pensions because there was no statutory duty to provide a Pension Saving Statement prior to the end of the 2011/12 tax year. While the estimate information that they gave could have been clearer it was not provided for AA purposes.

 

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