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Windsor Life Personal Pension (74017/1)
Windsor, the managers of the PP failed to provide Mr Olden with annual review packs or written statements regarding his fund. As a result, Mr Olden claimed he suffered a financial loss. The Ombudsman’s determination and short reasons The complaint should be upheld against Windsor to the ex …
Marshall Holdings Limited Managed Pension Plan (PPF000019)
The Pension Protection Fund (PPF) Ombudsman has received a reference of areviewable matter, following a decision by the Reconsideration Committee of the PPF dated 17 September 2008.
Royal Mail Pension Plan (the Plan) (74946/2)
Mr McGurk complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Plan in distributing the death benefit which arose following the death of his father, Martin McGurk. The Trustee exercised its discretion to award a proportion o …
Yell Pension Plan (72831)
Mr Anderson’s complaint is that the Trustees: failed to give effect to the Rules of the Scheme and that, as a result, he has been wrongly denied the benefits to which he is entitled; delayed dealing with his complaint under the Scheme’s Internal Dispute Resolution Procedure (ID …
Langdon Retirement Benefit (73142/1)
Mr and Mrs Smith, the members of the Scheme, complain that Hartley, as trustee and administrator of the Scheme, failed to keep a complete copy of a document entrusted to them. As a result, Mr and Mrs Smith say they were unable to prove their interest in a piece of land and suffered …
The Vauxhall Motors Limited Pension Plan (73149)
Mr Dennis disagrees with the decision of the Trustees of the Plan to stop payment of his Incapacity Pension. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because it cannot be said that the …
Zurich Assurance Personal Pension (73389/2)
Mr Stitfall has complained about Zurich applying a Market Value Reduction (MVR) to his benefits under thePolicy Number 04262480 (the Policy).
Prudential Personal Pension Plan (74121)
Mr Smith complains that Prudential, as Plan manager, failed to provide him with the retirement benefits pack which he had requested in October 2007 on a timely basis.
Scottish Equitable Personal Pension Scheme (the Scheme); P (73461 & 75033)
The Applicants, the sons of the late Mr D McPherson, complain that although they were nominated as recipient by Mr McPherson, Scottish Equitable failed to pay to them the death benefits from t …
Principal Civil Service Pension Scheme ()
Mrs Palmer is aggrieved at not being granted the early payment of her preserved pension on grounds of ill health. The Ombudsman’s determination and short reasons The complaint should not be upheld against DWP because their conclusion that Mrs Palmer’s condition …
Local Government Pension Scheme – Cheshire Pension Fund (71461)
Mr Povey complains that the Council and the Authority have incorrectly refused to allow payment of an early retirement pension on the grounds of ill health under eithe …
Prudential AVC (75052)
Mrs Harriman complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added years (PAY) …
(R00585)
Mr Walsom complains that: AJ Bell Management Ltd and Skandia UK, the administrators of his pension arrangements, failed to effect a transfer of funds from one pension arrangement to the other within a re …
Falcon Electrical Executive Pension (74269 and 74592)
The Other Member Trustees have refused to sign documentation to allow the Applicants to transfer their share of the Scheme to their personal pension plans. The Ombudsman’s determination and sh …
Local Government Pension Scheme (73652)
Mr Nunn has complained that Norfolk have misinterpreted the LGPS Regulations when they say he has retired. He has also complained that the forms provided to his former employer by Norfolk did not include a section for redundant employees who did not wish to retire and that Norfolk h …
Peermusic (UK) Limited Pension Fund (PPF000010)
The Pension Protection Fund (PPF) Ombudsman has received a reference of a reviewable matter, following a decision by the Reconsideration Committee of the PPF dated 24 July 2008.