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

Complainant: Mr D
Complaint Topic: Misquote/misinformation
Ref: CAS-32156-V4R7
Outcome: Partly upheld
Appeal outcome: None
Respondent: South Tyneside Council
Tyne and Wear Pension Fund
Type: Pension complaint or dispute
Date:
Appeal: No

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.

View determination

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