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AON Alexander & Alexander UK Pension Scheme (PO-2065)
Subject
Mr Davis’ complaint is that Aon took too long to process a fund switch (from 21 July until 5 September 2011) and that this resulted in an £8,000 reduction in the size of his pension fund.
Thames Water Mirror Image Pension Scheme (PO-4919)
Complaint summary
Dr White has complained that Trustees have not calculated his pensionable remuneration correctly in that they did not include all of his management annual bonus paid to him in July 2012.
Principle Civil Service Pension Scheme (PO-4349)
Complaint summary
Mrs Reynolds has complained that she did not receive lump sum payments of £673.46 and £2,736.75 made in 2001.
Oracle UK Pension Plan (PO-2773)
Complaint Summary
Mr Westbury complains that he has suffered a financial loss in the region of £23,000 because of delays on the part of Towers Watson in effecting a transfer of his pension rights from the Plan in order to secure an annuity with Legal and General.
Ingersoll-Rand Holdings Ltd Retirement Pension Plan (PO-2986)
Subject
Mr Wood has complained that the Trustees and the Company have not adequately compensated him for the overpayment of pension contributions to the Plan.
Home Retail Group Pension Scheme (PO-2604)
Subject
Mr Moulton complains that Argos Limited (Argos) did not grant him early retirement from active status in respect of his membership of the Scheme. Further, he is unhappy with Argos and Home Retail Group Pension Scheme Nominees Limited (the Trustee
Local Government Pension Scheme (PO-4150)
Complaint summary
Mr X has complained that the Council have not properly considered his eligibility for ill health retirement.
Marks and Spencer Pension Scheme (PO-4405)
Complaint summary
Mrs Flynn has complained that the Trustee provided incorrect information about the application of the state pension deduction (the Deduction) to her pension entitlement.
The FundsNetwork SIPP (PO-3127 and PO-3748)
Complaint summary
Mr Houghton and his wife, Dr Houghton, complain that Fidelity, the transferring scheme manager, and EBS, the receiving scheme administrator, arranged the transfer of the fund value without authority of their own accord and as cash, not in specie as intended.
Teachers’ Pension Scheme (PO-4309)
Complaint Summary
Ms Barton has complained that Teachers’ Pensions did not alert her to an overpayment of her pension which accrued following her re-employment after premature retirement.
TUI Travel Plc Pension Scheme (PO-4401)
Complaint summary
Mr Morris’ complaint against the Trustees and Capita is about the winding up of the pension scheme and the financial loss caused by the poor administration of his request to transfer.
Alliance Trust Full SIPP (PO-3976)
Complaint summary
Mr Morton’s complaint against Alliance and Curtis Banks is that he has suffered a financial loss as a result of their failings with regard to the transfer of funds.
Teachers’ Pension Scheme – Prudential AVC Facility (PO-5634)
Complaint Summary
Mr Moynihan complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential.
AEGON Scottish Equitable Personal Pension Plan (PO-3489)
Subject
Mr Nower complains that AEGON failed to act on his faxed instruction to take up the HSBC share rights issue.
Marks & Spencer Pension Scheme (PO-5202)
PENSION SCHEMES ACT 1993, PART X
DETERMINATION BY THE DEPUTY PENSIONS OMBUDSMAN
Subject
Local Government Pension Scheme (PO-6315)
Complaint summary
Ms Thomson complains that the Council did not consider her applications for ill-health early retirement from deferred LGPS membership and for early retirement on compassionate grounds.