David Whitehead & Sons Limited Small Self Administered Scheme (CAS-59054-Y3C4)
Rowanmoor Executive Pensions Limited and Rowanmoor Trustees Limited
The complaint is upheld against Mr L because his actions in relation to the payment of Mrs Y’s benefits amount to breach of his fiduciary duty as a trustee.
Mrs Y has complained that the Trustees of the SSAS have failed to pay her the death benefits to which she is entitled in a timely manner. In particular, Mrs Y has complained that Mr L is doing all he can to frustrate and delay the process, including failing to provide Rowanmoor with an up to date portfolio valuation.
- 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:
- The Railway Pension Scheme Greater Anglia Section (CAS-55335-N3F2)Complainant: Mrs NiRRespondent: Railpen (formerly RPMI)
Railways Pension Trustee Company Limited (RPTCL)
Abellio East Anglia Ltd, t/a Greater Anglia, (the Employer)Outcome: UpheldComplaint Topic: Death benefitsRef: CAS-55335-N3F2Date: