The Local Government Pension Scheme (CAS-32156-V4R7)

Ombudsman’s Determination

Outcome

The complaint is partly upheld against the Council and TWPF because:-

• The Council, on behalf of TWPF had provided incorrect information to Mr D over several years, which resulted in him having limited options at retirement.
• This situation has caused Mr D severe distress and inconvenience.

Complaint summary

Mr D’s complaint concerns the incorrect information the Council provided to him, over a number of years, in relation to him being able to defer taking his benefits from the Scheme until age 75. He asserts that he will incur a financial loss, in the form of tax penalties, as a result of having to take his benefits now instead of at age 75.