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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.
Local Government Pension Scheme (76403/1)
Mrs Lindsley’s complaint is that she has been wrongly refused ill-health retirement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against SSAFA to the extent that there was a …
Scottish Life Retirement Annuity Contract (76528/1, 76732/1, 76758/1)
The complaint is that Scottish Life led Mr C Andrews’ accountant to believe that the Contract was held under trust with Mr C Andrews’ sons as beneficiaries. The sons now seek a payment from Scottish life of 137,188 to compensate for inherita …
The Freedom Self Invested Personal Pension (75676/1)
Mr Bailey alleges that Freedom, in their capacity as managers of the SIPP, delayed the return of his initial deposits following the failed purchase of two French properties. He also claims that Freedom deducted variou …
DHL Logistics Retirement Benefits Scheme (76152)
Mrs Chapman’s complaint is that following her husband’s death she was not paid death benefits from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint sho …
NHS Injury Benefit Scheme (77286)
Mrs Grant believes that NHS Pensions have wrongly refused her a Permanent Injury Benefit (PIB) The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against NHS Pensions to the extent that they failed to obtain a proper assessment of Mrs Grant’s Perma …
Armed Forces Pension Scheme 1975 (75485)
Mrs Hardy says she has been wrongly refused an attributable widow’s pension from the AFPS and instead she receives a widow’s pension at the non-attributable rate.
British Fermentation Products Limited Retirement Benefits Scheme (PPF00031)
The Pension Protection Fund Ombudsman has received a reference of a reviewable matter, following a decision by the Reconsideration Committee of the Pension Protection Fund (PPF) dated 15 August 2008.