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Zurich Flexible Drawdown Plan (82225/1)
Mr Scholes complains that delays caused by James Hay and Zurich led to a reduction in the transfer value of his self invested pension plan. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against James Hay because it con …
James Hay SIPP (83792/1)
Essentially, Sir Peter Gershon’s complaint is that James Hay (as trustee and administrator of the Plan) and Fidelity (carrying out an act of administration in relation to the SIPP) delayed the completion of an investment instruction.
AA Pension Scheme (79311/2)
Mr Woodall complains that he was improperly refused an incapacity pension.
James Lister & Sons 1973 Ltd Pension Scheme (83772/1)
Mr Smith has complained about being assured by AEGON that his Scheme pension was about £3,000 higher each year than his actual entitlement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against AEGON because Mr Smith relied on the flawed information …
Capgemini UK Pension Plan (82713/2)
Mr Grayson complains that: a late retirement factor is not being applied to his preserved benefits; the internal dispute resolution procedure is flawed.
Harvey Nichols Pension Scheme (82720/2)
The complaint has been brought on behalf of Mrs Parizad. The complaint is that the Trustees failed to inform those acting for her that there was a two year time limit for the payment of a lump sum death benefit payable on the death of her sister.
The Local Government Pension Scheme (83559/1)
Mr McGovern disagrees with the decision not to pay his deferred benefits early on the grounds of ill health. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the L …
Standard Life Self Invested Personal Plan (84647/1)
Mr King complains that Standard Life made improper deductions from his self invested personal pension plan, and he objects to charges in respect of funded initial commission. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against Standard Life as …
Destinations Pension Fund (80253/2)
Mr Phipps complains that the Trustees delayed in paying the death benefits due from the Fund on the death of Mr G Llewellin which affected the amount ultimately paid. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld a …
Zurich Personal Pension Plan (82864/2)
Mr Ryan has complained about Zurich taking too long and failing altogether to forward HMRC rebates to his new provider.
Compeat Ltd Directors Pension Scheme (81647/1)
Mr Bowness’ complaint is that Mr Glover failed to ensure that rent on a property owned by the Scheme was paid into the Scheme account. Mr Bowness says that in consequence he is unable to take the retirement benefits to which he should be entitled.
3M Pension and Life Assurance Scheme (78786/3)
Mr Evans alleges that a Friends Life representative provided him with misleading information about the default AVC investment. He also says that having agreed in September/October 2008 to retire early on 28 February 2009, Aon, the Scheme admi …
British Airways Staff Pension Scheme (83320/1)
Mr Brown has complained that he was given incorrect information about the value of his benefits in December 2008. The Deputy Pensions Ombudsman’s determination and short reasons. The complaint should be upheld against the Trustee because Mr Brown was given the incorrect figu …
Teachers’ Pension Scheme (83102/2)
Miss Nicolson complains about the recovery of an overpayment of her pension from the Scheme. In particular, she says: TP had sufficient information from her, and her employer, to deal with circumstances properly; TP gave her incorrect information in their letter date …
NHS Pension Scheme (82886/1)
Dr Dhumale complains that he was incorrectly informed by NHS Pensions that he would not be subject to the earnings cap and that he has relied on that incorrect information to his financial detriment.
NHS Pension Scheme (81348/2)
Mrs Wheeldon complains that NHSBSA provided her late husband, Dr P Wheeldon, with an incorrect estimate of widow’s pension benefits on 17th January 1994.