Electronic Data Systems 1994 Pension Scheme (PO-28706)

Ombudsman’s Determination

Outcome

I do not uphold Mrs Y’s complaint and no further action is required by the Trustee.

Complaint summary

Mrs Y has complained that she was sent an incorrect estimate of her retirement options in October 2015, on which she based her retirement plans. She was also sent an incorrect table of early retirement factors in February 2016, which compounded the error. In October 2018 she received a correct early retirement quotation, but this was 39% lower than the figures she received in 2015. Mrs Y wants the Trustee to honour the figures quoted in 2015.