Richard Jones

My wife has received her HRP lump sum. She has had no correspondence in support and doesn’t know what her revised State pension will be. My questions are: Has tax been taken at source. Will she get confirmation of how the amounts were calculated Will she be advised what her new State Pension has been adjusted to Thank you Richardrosecroft 13.11.24

My grateful thanks to all at HMRC who have replied to my posts. We have now successfully contacted DWP who have advised that my wife’s claim is in progress of being recalculated based on the correspondence received from the Tribunal, from HMRC’s response of our successful claim for HRP, from our letter and from the recent phone call we made on 8 October. My posts will now cease.

Thank you for your reply. The letter advising our appeal had been successful said that we should contact the DWP. We realised it was to the HMRC that we submitted the original claim, but this is what the letter said. The actual words were “If Mrs Jones has already retired please contact DWP to advise of the change of her status and additional years” As we had sent the claim in to HMRC and it was now accepted, we presumed that her claim record would be updated and her claim validated. Are you now saying we have to contact both DWP and HMRC to ensure they both have her claim in hand? Your comments would be most helpful.

Re: My wife’s appeal to HMRC concerning her claim of HRP. This was initially denied and we appealed against the decision twice. The chairman of the appeal court advised that both HMRC and DWP agreed our evidence and her appeal was allowed in February 2024. This meant she could make a claim for HRP. We sent proof of the appeal decision to the DWP on 19 February by “Signed for mail”. When is she likely to hear about the adjustment to her State Pension.