1995 NHS Pension Scheme (CAS-48268-J9C2)

Complainant: Mr S

Complaint Topic: Death benefits

Ref: CAS-48268-J9C2

Outcome: Not upheld

Respondent: NHS Business Services Authority (NHS BSA)
Barts Health NHS Trust (the Trust)

Type: Pension complaint or dispute

Date: 26 March 2024

Appeal: No

I do not uphold Mr S’ complaint and no further action is required by NHS BSA or the Trust.

Mr S has been authorised by the other Executors to act on behalf of Dr L’s Estate. He has complained that:-

A serious ill health lump sum is due from the Scheme, rather than a death in service payment.
Dr L’s estate should be paid the value of the serious ill health lump sum which he was offered before his death.
The Trust delayed Dr L’s ill health retirement application in 2018.

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