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  • Automatic enrolment

    Mr M was automatically enrolled into a pension scheme by his employer but decided to opt out. His contributions were refunded, yet contributions continued to be deducted from his salary.

  • British Steel cases

    In 2016, the Tata Steel Group announced that it had begun a portfolio restructuring exercise and that it had started to investigate the possibility of selling Tata Steel UK (TSUK), the principal sponsoring employer of the Old British Steel Pension Scheme (OBSPS).

  • Complaint of maladministration made to the Pension Protection Fund Ombudsman

    Mr R made a complaint of maladministration to the PPF Ombudsman in relation to the PPF Board’s interpretation of the relevant legislation regarding the payment of survivors’ benefits in the event of his death.

  • Contributions not paid to scheme

    Mr Y complained that PSDT Limited (PSDT) failed to pay all his pension contributions to his pension scheme.

  • Death benefits

    Mrs S’ husband, was a member of the Armed Forces Pension Scheme 2005. Although he had made her the beneficiary of his will; he had not updated his death benefit nomination form which listed his friend as the sole beneficiary.

  • Death benefits

    Mr R was a deferred member of the Simons Group Pension Scheme. Mr R had received a diagnosis of terminal cancer and had contacted the Scheme administrators to discuss his options.

  • Death benefits

    Mrs T’s late husband took out a personal pension plan (the Plan) with Zurich and nominated Mrs T to receive the benefits payable upon his death. Years later, Mrs Y, a relative of Mr T, wrote to Zurich on his behalf to notify it that Mr T had decided to change his nominated beneficiary to her.

  • Death benefits

    Mr S was a member of Stanplan A, a Standard Life occupational pension scheme (the Scheme).

  • Delays implementing a Pension Sharing Order

    Mr H complained about both Aon and Barnett Waddingham for the delay implementing his pension sharing order (PSO) which meant the value of his pension had fallen.

  • Early retirement

    In the lead up to his retirement Mr M obtained several different benefit illustrations from his pension scheme. Unfortunately, he misinterpreted them, not realising that because of contracting-out requirements, by electing to draw his pension benefits at 64 he would lose his option to take the tax-free lump sum on retirement.

  • Exercising discretion

    Miss H was made redundant, but before this, she had asked her employer if pension contributions would continue to be paid until her 65th birthday. They confirmed before, and after, Miss H had left service that this would happen.

  • Failure to exercise discretion properly

    Mr D became a member of LF Stakeholder Pension Scheme in April 2005 and added his spouse, Mrs D, as his nominated beneficiary to receive 100% of his benefits following his death.