NHS Pension Scheme (CAS-111866-X2L7)
Ombudsman’s Determination
Outcome
I do not uphold Mr K’s complaint, and no further action is required by NHS BSA.
I do not uphold Mr K’s complaint, and no further action is required by NHS BSA.
I do not uphold Mr S’ complaint and no further action is required by Aviva.
I do not uphold Mrs N’s complaint and no further action is required by NHS BSA.
I do not uphold Mrs S’ complaint and no further action is required by SL.
Mrs E’s and Mr R’s complaint should be upheld because the Trustees failed to properly consider all the potential beneficiaries in reaching their decision regarding the distribution of the lump sum benefit following the death of Mr F. Therefore, the decision should be reconsidered.
I do not uphold Miss U’s complaint and no further action is required by NHS BSA.
Mr R’s complaint against the Employer is partly upheld. To put matters right, the Employer shall pay Mr R £500 in recognition of the distress and inconvenience he suffered.
I do not uphold Mrs W’s complaint, and no further action is required by Fidelity.
The complaint is not upheld because there was no absolute commitment to pay the higher rate of increase and Smiths has acted in accordance with the Rules.
I do not uphold Mrs N’s complaint and no further action is required by the Trustee.