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Mercury Provident Pension Scheme (PO-20306)

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Ombudsman’s Determination

Outcome

Mrs N’s complaint against the Trustee is partly upheld.

The Trustee shall pay Mrs N £500 in recognition of:

  • its failure to comply with Section 91 of the Pensions Act 1995; and
  • the significant distress and inconvenience caused to Mrs N.

Complaint summary

Mrs N disagrees with the decision of the Trustee to recoup an overpayment of £5,243.53.

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Mrs Britton complains that NHS Pensions improperly claimed a refund of £14,345.71. The Pensions Ombudsman’s determination and short reasons The complaint should be partly upheld against NHS Pensions because Mrs Britton’s pension and lump sum were incorrectly calculated. DETAILED DETERMINATION Material Facts Mrs Brit …

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