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Independent Lift Services Limited Retirement Benefits Scheme (PO-187)
Mr Lunn complained that Friends Life miscalculated his retirement fund in 2007. He says that he relied on that calculation when deciding to retire early in 2011, and has suffered resulting financial loss. The Pensions Ombudsman’s determination and short reasons The com …
The Centre Parcs Group Pension Scheme (PO-2753, PO–3081 and PO-3082)
Mr J Hawkins and his brothers (the Applicants) complain that Friends Life, the administrators and Trustees of the Plan, are seeking to recover payments that were made to them after the death of their father Mr Melvyn Hawkins. The Pensions Ombudsman’s determination and short reasons The …
Informa Final Salary Scheme (PO-2730)
Mrs Roulston complains that First Actuarial, the Scheme Administrator of the Scheme, incorrectly denied her ill health early retirement benefits. She says that the conclusion of the medical adviser was contradictory in the medical report used to assess her claim.
Lothian Pension Fund (PO-224)
Mr Lindsay complained that the Council wrongfully determined his pensionable pay; specifically determining that a 15% allowance was not pensionable. He also complained that the Council acted b …
Local Government Pension Scheme (PO-2187)
Mr Wray complains about Coast & Country’s decision not to increase his Tier 3 ill-health pension following a review of his case. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Coast & Country because they failed to make enqui …
Scottish Teachers Superannuation Scheme (PO-1105)
Mrs Gibson says that the Council provided her with incorrect information about her early retirement pension, based on which she decided to accept redundancy. She says that she would not have accepted redundancy otherwise. The Deputy Pensions Ombudsman’s determination and shor …
Global Shipping Services Group Money Purchase Pension Scheme (PO-1746)
Mr Smith has complained that his entitlement under the Scheme has been lost. …
The Atkins Pension Plan (PO-1637)
Mr Lupton complains that he was forced to transfer his funds under the Plan to a new investment platform with insufficient time to seek advice or transfer out of the Plan to a scheme of his own choice. He says the transition of investments has resulted in a f …
Stainless Steel Services Ltd Pension Scheme (PO-651)
Mr Tonks alleges that as a consequence of unacceptable delays on the part of Standard Life in effecting a transfer of his share of the Scheme assets to a self-invested personal pension (SIPP) he has incurred additional costs and also suffered a loss of investment income in the SIPP.
NHS Pension Scheme (77574/1)
Mrs Angus disagrees with the decision not to grant her ill health retirement. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHS Pensions because the decision not to grant Mrs Angus ill health retirement was properly reached.
Teachers’ Pension Scheme (77139/1)
Mr Copestick’s complaint is that Teachers’ Pensions (TP) (part of Capita Business Services Limited) incorrectly advised him that he was entitled to membership of the Scheme. Had he known that this was not the case, he would have made alternative arrangements.
Local Government Pension Scheme (75172/1)
rs Stephenson says that the Council: misled her into believing that she could retire early in March 2006; refused to release her pension early on compassionate grounds. The Pensions Ombudsman’s determination and short reasons The complaints …
Barclays Bank UK Retirement Fund (10159/4)
Mrs Parsons disagrees with the reconsidered decision made by Barclays on 18 April 2008 in regards to her application for an ill health early retirement benefit from the Scheme.
Universities Superannuation Scheme (76930/1)
Mr Upjohn complains that the Trustee: erred in its decision not to award him an incapacity pension from active membership of the Scheme; was obstructive and unhelpful and failed to provide him with information regarding what was needed to mak …
Tools of the Trade SSAS (74491/2)
Mr Grummitt has complained that Namulas (now part of Windsor Life) delayed signing forms as trustee of the Scheme, causing investment losses.
The Trafalgar House Pension Trust (75274)
Mr Grimley has complained that he was provided with incorrect information concerning his benefits in 1999 and 2004 and that he relied to his detriment on this information. The Pension Ombudsman’s determination and short reasons The compla …