Principality Pension Scheme SSAS (PO-12569)

Ombudsman’s Determination

Complaint Summary

Mrs S’s complaint against James Hay and the Member Trustees, is about the delay in paying her the benefits she is entitled to under the Scheme following the death of her late husband.

Summary of the Ombudsman’s Determination and reasons

The complaint should not be upheld against James Hay and Mrs Glenna Dunlop, but it should be upheld against Mr Stephen Dunlop, Mrs Helen Dunlop and Mr Gary Dunlop because:

• James Hay had urged the Member Trustees to settle Mrs S’s husband’s death benefits;
• there is no evidence to show that Mrs Glenna Dunlop was responsible for any delay; and

there is evidence to show that Stephen Dunlop, Helen Dunlop and Gary Dunlop are responsible for the delay and there is no evidence to show what action, if any, they have taken, or are taking, to settle the matter.