LF Stakeholder Pension Scheme (PO-28593)
The complaint is upheld and to put matters right, Link shall reconsider its decision on the distribution of the lump sum death benefit.
Mrs S, in her capacity as a co-executrix of the Estate of Mr D (the Estate), has complained that Link has failed to exercise its discretion correctly in distributing the lump sum death benefit from the Scheme. Mrs S says that Mr D’s Will stipulated that any benefits due to his children should be held on trust for them until they reach age 21. She says the lump sum death benefit from the Scheme should have been paid to the Estate for the benefit of Mr D’s children.
- The Patrick Eddery Pension Fund (PO-24832)Complainant: Mr YRespondent: Patrick Eddery Limited
Barnett Waddingham LLP
Emma Louise Owen and Frank Rawlins Jarvey, together the former trustees of the Patrick Eddery Pension FundOutcome: Partly upheldComplaint Topic: Death benefitsRef: PO-24832Date:
- NHS Pension Scheme (CAS-43833-N8K7)Complainant: Mr LRespondent: NHS Business Services Authority (NHS BSA)
South Tyneside NHS Foundation Trust (the Trust)Outcome: Not upheldComplaint Topic: Death benefitsRef: CAS-43833-N8K7Date: