Widows pension overpayments 24 January at 5:40PM in Deaths, Funerals & Probate 1 reply 144 views

Moneymatters68

Hi 

When my stepfather died my mother notified his pension company and she was entitled to a small lump sum and 50% of his pension.  She submitted the death certificate and her bank details and was paid the lump sum and has since been receiving the 50% payments since.  

Despite contacting them on numerous occasions she is also receiving the 100% sum that her husband received.

She has kept this separate from the correct payments but what I would like to know is who has the rights on this overpayment?  Can the company claim this back?  This has now been going on for over 2 years!

Many thanks

comeandgo

Yes they can claim it back for up to six years .  I don’t know enough about widows pensions but is she required to tell HMRC that she is receiving these or are they taxed at source?  I would really try and get them stopped and repay what’s sitting in the account for them.