Police Pension Scheme (PO-7096)
2. Capita
Complaint summary
Mr Cherry’s complaint against the Commissioner and Capita relates to their failure to inform him of the tax penalties on his retirement benefits when taking subsequent re-employment.
Summary of the Ombudsman’s Determination and reasons
The complaint should be upheld against the Commissioner because it had a duty of care, as Mr Cherry’s employer, to have informed him of the tax implications of re -employment on his retirement benefits. Its failure to do so has led to Mr Cherry incurring tax charges on his retirement benefits.
View determination
DownloadRelated decisions
- BAE Systems Pension Scheme (CAS-61452-D6H7)Complainant: Mr RRespondent: Equiniti Pension Solutions
BAE Systems Pension Funds Trustees Limited
Outcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-61452-D6H7Date: - Paymaster Pension Scheme (CAS-61341-Q4Z2)Complainant: Ms HRespondent: Equiniti Pension Trustee LimitedOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-61341-Q4Z2Date: