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Marks & Spencer Pension Scheme (PO-4420)

Complainant: Mrs Susan Counsell
Complaint Topic: Benefits: incorrect calculation
Ref: PO-4420
Outcome: Partly upheld
Respondent: Marks & Spencer Pension Trust Ltd
Type: Pension complaint or dispute
Date:

Subject

Mrs Counsell complains that the Trustee has applied the state benefit deduction from age 60, even though she will not receive her state pension until age 65.

The Deputy Pensions Ombudsman’s determination and short reasons

The complaint should be partly upheld against the Trustee because even though it applied the state pension deduction at the correct age, it provided inaccurate and misleading information about her entitlement.

 

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