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The Carillion Public Sector Pension Scheme (CAS-56498-P2Y8)

Complainant: Mr D
Complaint Topic: Benefits: overpayment (recovery of)
Ref: CAS-56498-P2Y8
Outcome: Not upheld
Respondent: Barnett Waddingham LLP
Independent Trustee Services Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Mr D’s complaint and no further action is required by BW or ITSL 

Complaint summary

Mr D has complained about his pension benefits being reduced after the Scheme entered the assessment period of the Pension Protection Fund (the PPF) and that his pension is no longer index linked He has also been told he has received an overpayment of pension benefits that must be repaid. Mr D does not think this should apply to him because he took his benefits early due to ill health.

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