BP Pension Fund (CAS-52248-V9M5)
BP UK Pensions & Benefits (the Administrator)
Mr T’s complaint against the Trustee and the Administrator is partly upheld. To put matters right, the Trustee shall pay £1,000 to Mr T.
Mr T complained that the Scheme recorded incorrect information about his lifetime allowance (LTA) position, and this delayed his request for a guaranteed cash equivalent transfer value (CETV).
Mr T said his final CETV was lower than it would have been if the record of his LTA had been correct. He said it also caused a delay in the administration of his transfer, which led to an investment loss.
- NHS Pension Scheme (CAS-53198-W8C5)Complainant: Miss RRespondent: NHS Business Services AuthorityOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-53198-W8C5Date:
- Nationwide Pension Fund (CAS-55902-Q2R8)Complainant: Mrs SRespondent: Nationwide Building Society
Nationwide Building Society Trustee LimitedOutcome: Not upheldComplaint Topic: Failure to provide information/act on instructionsRef: CAS-55902-Q2R8Date: