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Jade Investments Executive Pension Plan (71902/2)
Mrs Tear complains Mr McCutcheon has failed to sign the necessary claim form for the release of her benefits. The Ombudsman’s determination and short reasons The complaint should be upheld because the Plan has been formally approved by HMRC and on the face of it Mrs Tear was an eligible …
Local Government Pension Scheme (71915/1)
Mr McNeely believes that he should have been awarded an ill health early retirement pension in July 2004, the date from which he tendered his resignation The Ombudsman’s determination and short reasons The complaint cannot be upheld because t …
MP Contract Manufacturing Limited Directors Retirement and Death Benefit
Scheme (72958/1)
Mr Manson complains that Mr Marshall is preventing him from taking a pension, and is depleting the assets of the pension scheme. The Ombudsman’s determination and short reasons The complaint should be upheld against Mr Marshall because he has not properly discharged his duties as …
Lancashire County Cricket Club Players Life Assurance and Retirement Benefit
Scheme (27178/2)
Mr Lever’s principal complaint is that the LCCC has failed to provide him with his accrued benefits under the Scheme and under the Arrangement. He also compl …
Winterthur Life SIPP – US00231 (27520/1)
Mr Hawley says that Winterthur delayed a transfer of the funds in the Scheme, part in-specie and part cash, to a SIPP with Pilgrim Trustees Limited (Pilgrim) The Ombudsman’s determination and short reasons The complaint should be upheld because Winterthur did cause u …
NHS Injury Benefit Scheme (72140/1)
Mrs Hewitt complains that NHS Pensions has incorrectly withdrawn her injury benefits. The Ombudsman’s determination and short reasons The complaint should be upheld because Mrs Hewitt’s case is not directly comparable to the precedent on whic …
Principal Civil Service Pension Scheme (72718)
Mrs Walsh’s request for ill health retirement has been declined on the grounds that there is insufficient evidence to conclude that she is permanently incapacitated. The Ombudsman’s determination and short reasons The complaint should be …
BMC Software Limited Retirement Benefits Scheme (72903/1)
Mr Thomas complains about delays by Alexander Forbes in relation to transferring in benefits when he retired. The Ombudsman’s determination and short reasons The complaint should be upheld because Alexander Forbes were responsible for the delays in question, resulting in a potentiall …
Local Government Pension Scheme (73144/1)
Mrs Copestake’s complaint is that Tendring Council has refused to award her additional years or an enhanced early retirement benefit on compassionate grounds and delayed reaching that decision. The Ombudsman’s determination and short reasons The complaint should be upheld o …
Local Government Pension Scheme Lambeth (71315/1)
ULT complains about the following instances of maladministration by the Council, acting as administrator of the Scheme: excessive delay in setting up pension arrangements for its employees; wrongly requiring ULT to enter into an Admission Agreement; givi …
NHS Pension Scheme (71998)
Mrs Haque considers that she should be awarded ill health early retirement benefits from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because: The Managers have correctly applied the r …
NHS Injury Benefit Scheme (73658/1)
Mrs Payne says that her application for Temporary Injury Allowance (TIA) was wrongly refused on the basis that her injury was not wholly or mainly attributable to the duties of her NHS employment. The Deputy Ombudsman’s determination and short reasons The complaint should not …
Local Government Pension Scheme and Center Parcs Pension Scheme (S00483)
Mrs Quest’s complaint is that: Dorset County Council (the Council) Aon Consulting Limited (Aon) and the Trustees of the …
Winterthur Life Personal Pension and FSAVC policies (19739/2)
Mr Boldy claims that he has experienced an injustice due to Winterthur Life and Mercer both contributing to a delay i …