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NJA Pension Scheme (PO-21495)

Complainant: Mr N
Topic: Other
Ref: PO-21495
Outcome: Partly upheld
Appeal outcome: None
Respondent: The Trustees of the Scheme
Type: Pension complaint or dispute
Appeal: No

Ombudsman’s Determination


Mr N’s complaint is partly upheld. To put matters right for that part of the complaint that I have upheld, the Trustees shall pay Mr N £500 in respect of the significant distress and inconvenience which Mr N has suffered.

Complaint summary

The complaint relates to the following matters:

· The Trustees’ failure to keep accurate records of Trustees’ meetings;

· The Trustees’ failure to produce Scheme accounts in a timely manner;

· The Trustees’ failure to rectify a shortfall in income paid to Mr N;

· The level of fees that the Trustees incurred in respect of the Scheme;

· The Trustees’ refusal to appoint either Mr N as new trustee of the Scheme, and the Trustees’ refusal to allow Mr N to nominate new trustees;

· A payment made by the Trustees to a Mr Z in 2014;

· A planning application in respect of the trust property made in 2014; and

· The Trustees’ valuation of the Scheme property in 2017.

View determination


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