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Former employee trying to give me pension lump sum refund

4 replies

thegrenadines · 20/06/2021 14:11

I worked at a large multinational company for about a year, ending in October 2020 and contributed to the pension scheme (managed by another company), including making overpayments.

In February/March 2021, the pension scheme company contacted me about getting a lump sum refund, or transferring to my new employer's scheme. I initially got the impression I had to do one or the other, and told them that I would like to stay in the existing scheme if possible, and if that was not possible, to transfer to the NEST pension I have with my new employer.

This week I received a payslip from my old company, giving a full refund on my pension and "gross-up" [which I assume means the top-up/overpayments] - which is the opposite of what I wanted. Receiving this would mean losing thousands of pounds to tax and NI, according to the payslip - as getting all that money back at once would be subject to a higher tax bracket I assume. I would be worse off than if I hadn't contributed in the first place.

I have emailed the pension company, forwarding my email from March to show that I did not want a lump sum. I have contacted the Pensions Regulator/Ombudsman and I'm trying to find the email from my old employer's HR/payroll to stop the payment.

Is there anything else I can or should do? If the payment gets made as a lump sum, is there any way I can return/refund it or transfer it to my new pension scheme? It feels really gutting to effectively throw away that money when I tried to do the sensible thing with and put in the pension. Thanks in advance.

OP posts:
thegrenadines · 20/06/2021 14:12

Sorry - *employer not employee in the post title

OP posts:
nannynick · 20/06/2021 15:59

Was it a Defined Benefit scheme? Under the rules of the scheme did they have to pay the contributions back out due to you leaving the scheme within the first two years?

ChessieFL · 22/06/2021 09:50

Agree with PP, it’s likely that if you only had a year’s service your only entitlement would be to a refund of your contributions or a transfer to a new scheme. Staying in your old employer’s scheme was unlikely to be an option.

However, they should have acted on your email when you told them you wanted to transfer. Are you sure you didn’t get a response from them that may have gone into spam? There would have been forms to complete so they may have written to you with those - do they have your up to date address?

Unfortunately this isn’t in the Regulator’s remit and the Ombudsman won’t look at it until you’ve gone through the company’s complaints procedure. You therefore need to follow their complaints procedure asking why they didn’t act on your email.

Whether they will be able to undo the refund will depend on what happened.

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