NHS Pension Scheme (CAS-29870-P1D4 & CAS-62382-B2X9)

Complainant: Mrs M & The Estate of Mr M (the Estate)

Complaint Topic: Death benefits

Ref: CAS-29870-P1D4 & CAS-62382-B2X9

Outcome: Not upheld

Respondent: NHS Business Services Authority (NHS BSA)

Type: Pension complaint or dispute

Date: 03 August 2023

Appeal: No

I do not uphold Mrs M’s personal complaint, or the complaint brought by Mrs M on behalf of the Estate and no further action is required by NHS BSA.

The Estate’s complaint, brought on its behalf by Mr M’s wife, Mrs M, acting as executor of the Estate is that:-

Mr M was not informed that he should consider updating his Expression of Wish (EOW) form during a telephone call in 2015.

Mrs M’s complaint is in relation to:-

NHS BSA’s decision not to award her a Life Assurance Lump Sum (the Lump Sum).

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