Scottish Housing Associations’ Pension Scheme (CAS-66581-S4T8)
Complainant: Mrs L
Complaint Topic: Death benefits
Ref: CAS-66581-S4T8
Outcome: Upheld
Respondent: Verity Trustees Limited
Type: Pension complaint or dispute
Date:
Appeal: No
Ombudsman’s Determination
Complaint Summary
Mrs L has complained that the Trustee failed to administer the trust in accordance with the Scheme rules.
Summary of the Ombudsman’s Determination and reasons
The complaint is upheld against the Trustee for:
- Maladministration and failure to distribute the lump sum death payment in accordance with the Scheme rules at the time of the Member’s death; and
- Breach of equitable duty of care.
View determination
DownloadRelated decisions
- Teachers' Pension Scheme (CAS-102207-C5Q5)Complainant: Dr LRespondent: Teachers’ PensionsOutcome: Not upheldComplaint Topic: Death benefitsRef: CAS-102207-C5Q5Date:
- The EDF Group of the Electricity Supply Pension Scheme (CAS-80646-G2G3)Complainant: Mrs YRespondent: Mercer Limited
EDFG Trustee Limited
Outcome: Not upheldComplaint Topic: Death benefitsRef: CAS-80646-G2G3Date: