Legal News

PO determination on absence of employer and trustee duty to give tax advice (Ramsey [PO-3290])

Published on: 01 August 2014

Table of contents

  • Original news
  • Summary
  • What were the facts?
  • What was the Deputy Pension Ombudsman’s decision?
  • What is the impact of this determination?

Article summary

Pensions analysis: In Ramsey (PO-3290), the Deputy Pensions Ombudsman rejected a member’s complaint that his employer, trustees and administrator failed to inform him of an increase in his personal tax liability as a result of changes to the pension annual allowance. Martin Scott of gunnercooke LLP looks at the decision.

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