Prudential Staff Pension Scheme (PO-26134)
Complainant: Mr K
Complaint Topic: Misquote/misinformation
Ref: PO-26134
Outcome: Not upheld
Respondent: Prudential Limited
Type: Pension complaint or dispute
Date:
Ombudsman’s Determination
Outcome
I do not uphold Mr K’s complaint and no further action is required by Prudential.
Complaint summary
Mr K has complained that Prudential did not advise him of the impact the State Spreading Option (SSO) would have on his Lifetime Allowance (LTA). Mr K says when he started receiving pension benefits from another provider it caused him to exceed his LTA, incurring a higher tax charge.
View determination
DownloadRelated decisions
- Aviva Personal Pension Plan (CAS-101572-H8S9)Complainant: Mr SRespondent: AvivaOutcome: Not upheldComplaint Topic: Misquote/misinformationRef: CAS-101572-H8S9Date:
- Local Government Pension Scheme (CAS-73951-K5Q9)Complainant: Mrs NRespondent: Merseyside Pension Fund
School Improvement Liverpool
Liverpool City Council
Outcome: Partly upheldComplaint Topic: Misquote/misinformationRef: CAS-73951-K5Q9Date: