Ombudsman’s Determination

Complaint Summary

Mrs R’s complaint concerns what NHS BSA has termed an overpayment of her pension benefits; it is seeking the return of these funds.

Mrs R does not consider that she has been overpaid and has alluded to an agreement with her former employer regarding the payment of these benefits.

Ombudsman’s Determination

Outcome

I agree that part, but not all, of this complaint should be upheld. To put matters right for the part that should be upheld, BW shall pay £500 to Mr E in recognition of the significant distress and inconvenience caused to him.

Complaint Summary

Mr E complains that his late partner, Ms P, was not told prior to her death that if she died before drawing her Plan entitlement then it would be forfeited.

Ombudsman’s Determination

Complaint Summary

Mrs N has complained that:-

Ombudsman’s Determination

Outcome

Mr Y’s complaint against the Trustee is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that is upheld, the Trustee shall pay Mr Y £1,000 for the serious distress and inconvenience he has suffered.

Ombudsman’s Determination

Outcome

Mr N’s complaint is partially upheld and to put matters right Aviva shall, within 21 days, pay Mr N £500 in respect of the significant distress and inconvenience he has suffered.

Complaint Summary

Mr N has complained that Aviva has not allowed him to continue the life assurance benefit in the Plan beyond his selected retirement date despite being informed that this would be possible.

Ombudsman’s Determination

Outcome

Mr T’s complaint against MyCSP and the Cabinet Office is partly upheld, but there is a part of the complaint I do not agree with. To put matters right, for the part that is upheld, MyCSP shall pay Mr T an additional £500 for the serious distress and inconvenience caused.

Ombudsman’s Determination

Outcome

I agree that part, but not all, of the complaint should be upheld. To put matters right for the part that is upheld the Trustee shall:

Ombudsman’s Determination

Outcome

Mrs N’s complaint against NHS BSA and Equiniti is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) Equiniti shall pay Mrs N £500 for significant distress and inconvenience caused.

Complaint summary

Mrs N complains that:

Ombudsman’s Determination

Outcome

Mr R’s complaint against Prudential is partly upheld, but there is part of the complaint that I do not agree with. To put matters right, Prudential shall pay Mr R £500 in recognition of the significant distress and inconvenience that has been caused.

Ombudsman’s Determination

Outcome

Miss H’s complaint against the Trustee is partly upheld, but there is a part of the complaint I do not agree with. To put matters right, for the part that is upheld, the Trustee should pay Miss H £500, for the significant distress and inconvenience she has experienced.