Skip to main content
Complainant: Mr O
Complaint Topic: Failure to provide information/act on instructions
Ref: PO-27667
Outcome: Not upheld
Appeal outcome: None
Respondent: Hartley SAS Ltd
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr O’s complaint and no further action is required by Hartley.

Complaint summary

Mr O is unhappy because Hartley allowed him to withdraw two tax-free payments from the Scheme, when he had already reached his Lifetime Allowance (LTA).

Hartley is now asking Mr O to repay £17,303.21 to the Scheme, in order to cover the resulting tax charge.

View determination

Download

Related decisions

  • NHS Pension Scheme (CAS-60994-H2H2)
    Complainant: Dr S
    Respondent: NHS Business Services Authority
    Outcome: Upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-60994-H2H2
    Date:
  • Volkswagen Group Pension Scheme (CAS-71351-P8X2)
    Complainant: Mr N
    Respondent: Volkswagen Group Pension Scheme Trustee Limited
    Outcome: Upheld
    Complaint Topic: Failure to provide information/act on instructions
    Ref: CAS-71351-P8X2
    Date: