Zurich Money 4 Life Mercer Master Trust – Hewlett Packard Enterprise
Retirement Account (PO-21079)
Complainant: Mr S
Complaint Topic: Contributions: failure to pay into scheme
Ref: PO-21079
Outcome: Not upheld
Respondent: 1. Hewlett Packard Enterprise
2. Mercer Master Trust
3. Zurich Assurance Ltd
2. Mercer Master Trust
3. Zurich Assurance Ltd
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr S’ complaint and no further action is required by the Respondents.
Complaint summary
Mr S said it is unfair that the Respondents are not allowing him to make additional pension provision in the Scheme once he had left HPE on 30 November 2017 by:
- paying an Additional Voluntary Contribution (AVC) of £20,000; and
- claiming six years of “missing” employer contributions, which would have been paid by HPE between 1 January 2004 and 31 December 2009, had he not opted out of the pension scheme at the time.
View determination
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