Ombudsman’s Determination

Outcome

I do not uphold Dr S’ complaint and no further action is required by the DfE.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Dr S’ complaint is that TP did not properly comply with Regulation 62 (the Regulation), of the Scheme rules when calculating the lump sum element of his pension, which he says resulted in an additional and unwarranted deduction from the amount he was entitled to.

Ombudsman’s Determination

Outcome

I do not uphold Dr N’s complaint and no further action is required by NHS BSA.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint and no further action is required by Trustees or the Employer.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr E’s complaint is that the Trustees and the Employer failed to provide all the necessary documentary evidence relating to the calculation of his benefits under the Scheme; they classified him incorrectly; and they calculated his benefits incorrectly.

Ombudsman’s Determination

Outcome

I do not uphold Miss N’s complaint and no further action is required by HSC.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Miss N complains that HSC incorrectly calculated the amount of money she could earn, without her pension being subject to abatement.  She also complains that HSC failed to provide details of her earnings limit on a quarterly basis.

Ombudsman’s Determination

Outcome

I do not uphold Mrs G’s complaint and no further action is required by Equiniti and NHSBSA.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs G’s complaint against Equiniti and NHSBSA is about: (1) the calculation of her Scheme pension and lump sum award; and (2) the payment of interest on the pension arrears she was awarded in December 2014.

Ombudsman’s Determination

Outcome

I do not uphold Mr T’s complaint and no further action is required by the CO or HMRC.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr T has complained that MyCSP and HMRC made several errors with the calculations of his pension benefits, causing him to suffer distress and inconvenience.

Ombudsman’s Determination

Outcome

I do not uphold Dr I’s complaint and no further action is required by the Trustee or the Employer.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Dr I has complained that his benefits from the Scheme are lower than they should be, due to the way in which his benefits are calculated across two linked pension schemes.

Ombudsman’s Determination

Outcome

Ms S’ complaint is upheld and to put matters right LBWF should ask Capita, or the new administrators of the Scheme, to recalculate, and then backdate Ms S’ pension, taking into account her higher salary from 2008 before she was redeployed into a lower grade.

In addition, LBWF should provide Ms S with an explanation as to why the original quotation for her original lump sum was much higher than the actual amount.

Ombudsman’s Determination

Outcome

Mr K’s complaint against Equiniti is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) Equiniti should issue a payment to Mr K’s IFA, to the value of £950, to account for the fees incurred from unnecessarily seeking financial advice.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mr H’s complaint against the Trustees, Mercer and KBR is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that is upheld, KBR should pay Mr H £500 compensation in recognition of the significant distress and inconvenience which he has experienced in having to deal with this matter.

My reasons for reaching this decision are explained in more detail below.