Long term reader, first time poster.
I receive a SAP following a medical discharge under AFPS75/15. I left the service back in October 2017, and pension payments kicked in immediately, but were initially taxed. In April 2018, my primary invaliding condition was accepted as attributable to service, and the pension became non-taxable. Since April 2018, every payment's been fine and as I'd expect it to be.
I've been trying to reclaim the tax paid between Oct 17 and Mar 18. Because it fell in a previous tax year, HMRC (who've been very useful) told me that Equiniti, as the ones who pay my pension, need to send a "previous year correction" to HMRC, at which point HMRC will refund the tax paid.
Trying to get through to Equiniti is extremely painful. I've emailed, sent letters, sat on the phone for ages, but just keep getting fobbed off. First few phone calls told me to write to them, but 2 recorded letters and 2 or 3 emails have gone unacknowledged and unanswered. Last person on the phone barely listened to my name, didn't ask for a reference number or any details, and then just said "no problem, I'll get the admin office to do it" and hung up on me. Unsurprisingly, nothing's happened; it's been a good 6 or 7 months I've been trying to do this now.
Anyone been in the same situation, or have any advice on how to contact someone competent at Equiniti?
I receive a SAP following a medical discharge under AFPS75/15. I left the service back in October 2017, and pension payments kicked in immediately, but were initially taxed. In April 2018, my primary invaliding condition was accepted as attributable to service, and the pension became non-taxable. Since April 2018, every payment's been fine and as I'd expect it to be.
I've been trying to reclaim the tax paid between Oct 17 and Mar 18. Because it fell in a previous tax year, HMRC (who've been very useful) told me that Equiniti, as the ones who pay my pension, need to send a "previous year correction" to HMRC, at which point HMRC will refund the tax paid.
Trying to get through to Equiniti is extremely painful. I've emailed, sent letters, sat on the phone for ages, but just keep getting fobbed off. First few phone calls told me to write to them, but 2 recorded letters and 2 or 3 emails have gone unacknowledged and unanswered. Last person on the phone barely listened to my name, didn't ask for a reference number or any details, and then just said "no problem, I'll get the admin office to do it" and hung up on me. Unsurprisingly, nothing's happened; it's been a good 6 or 7 months I've been trying to do this now.
Anyone been in the same situation, or have any advice on how to contact someone competent at Equiniti?
