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Local Government Pension Scheme (27713/1)

Mr Gallagher says that NPS and the Council wrongly refused his application for ill-health early retirement from the Scheme. The Ombudsman’s determination and short reasons The complaint is upheld to the extent that the application is referred back to NPS …

Scatha Associates Retirement Benefits Scheme (71883/1)

Merchant Investors SIPP 212 (R00456/7)

Mr M D Watts and Mr M R Watts assert that MI failed to manage the purchase and construction of a property on behalf of their SIPP in an appropriate manner, resulting in them sustaining financial loss, together with distress and inconvenience. In particular: MI delay …

The First UK Bus Pension Scheme (S00537)

Mr Anderson says that his application for Temporary Injury Benefit (TIB) was wrongly refused on the basis that he has not suffered a qualifying injury. The Deputy Pensions Ombudsman’s determination and short reaso …

Western Atlas Internatiional Incorporated UK Pension Plan (26283)

Mr Gray says that the Trustees have lost his deferred pension benefit entitlement under the Western Scheme. The Ombudsman’s determination and short reasons The complaint should be upheld. The National Insurance Contributions Agency’s contracted-out records show that Mr Gray’ …

AXA Sun Life Assurance Personal Pension Plan (27193/2)

Mr Vaish says that AXA incorrectly suspended his Premium Waiver Benefit (PWB) claim and clawed back all PWB payments that they had made into his policies.

Local Government Pension Scheme (28055)

Mr Campbell says SPF failed to inform him that his benefits from the Scheme would be subject to clawback on his final retirement. The Ombudsman’s determination and short reasons The complaint should be upheld.

Teachers’ Pension Scheme – Prudential AVC Facility (73304/1)

Mrs Luke complains that Prudential’s corporate presenter improperly persuaded her to pay additional voluntary contributions (AVCs) to enhance her pension. She also alleges that the corporate presenter specifically advised against the alternative option of purchasing …

Equitable Life Assurance Society (27486)

Mr Albinson’s complaint (as originally expressed) is that Equitable should not have applied a market value adjustment on transferring his benefits to Standard Life. He said that Equitable had provided reassurance that there would not be any penalties and yet they pro …

NPI Retirement Annuity Policy 406167T (71699/1)

Mr Blair’s complaint is that NPI: refuses to honour the transfer value of the Policy of £21,463, as stated in its letter of 29 November 2006; and is offering a transfer value of £19,587, the reduction being attributable to a terminal bonus cut effective from 31 December 2006 as it says that Mr Bl

ITV Pension Scheme (72170/1)

Mrs Mussett says that the trustees did not deal with her complaint properly, causing her distress and inconvenience. She also complained about delay in payment and refusal to pay interest.

Assicurazioni Generali Sp.A (72280/2)

Mrs Nin’s complaint is that: An annuity payment was not paid into the bank account specified by the Council acting as Receiver appointed by the Court of Protection. It was paid instead into an overd …

Norwich Union Personal Pensions (S00497)

Mr Ashby complains that Norwich Union Life in its capacity as administrator of his personal pension policies failed to advise him of the charge made against his policies by the Official Receiver and from 1992 to 2006 continued to issue projected benefit and annual statements to him instead o …