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South Yorkshire Probation Service (CAS-30815-D1W9)

Complainant: Ms S
Complaint Topic: Administration
Ref: (CAS-30815-D1W9)
Outcome: Not upheld
Respondent: Greater Manchester Pension Fund
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Ms S’ complaint and no further action is required by GMPF.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Ms S complains that she is unable to take her pension benefits as a taxable lump sum (trivial commutation lump sum) because the value of her pension benefits exceeds the £30,000 limit (the upper limit) set by Her Majesty’s Revenue and Customs (HMRC).

GMPF has said that Ms S does not meet the conditions to take her retirement benefits as a trivial commutation lump sum so it cannot permit her request. However, should the upper limit change, Ms S might be able to exchange her pension for a trivial commutation lump sum.

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