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Teachers’ Pension Scheme (82069/2)
Mr Holmes’ complaint is that: the Council wrongly treated his employment as pensionable; and TP wrongly suspended his pension and wrongly demanded the return of alleged overpayments. The Pensions Ombudsman’s determination and short reasons The complaint should not be …
TRW Pension Scheme (80045/3)
Mr Shackleton has complained that his application for ill health early retirement has been prematurely closed. He has also complained that Scheme members have not been informed about changes to their pension rights. The Pensions Ombudsman’s determination and short reaso …
Grampian Country Pension Fund (77989/1)
Mr Marshall disagrees with the decision of the current trustee of the Grampian Scheme, ITSL, not to classify the benefits resulting from a special employer contribution of £320,000 as a money purchase (defined contribution) benefit. He also says that if it is not so …
NHS Injury Benefit Scheme (78557/2)
Ms Richardson complains that NHSBSA have allegedly: wrongly refused her application for Temporary Injury Allowance (TIA) on the basis that her back injury was not wholly or mainly attributable to the duties of her NHS employment; and failed to offer an award for her …
NHS Pension Scheme (84045/2)
Miss Lavelle complains that NHSBSA have wrongly declined her application for early payment of her preserved pension benefits (EPPB) on the grounds of ill health from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA …
NHS Pension Scheme (84566/2)
Mr Roper complains that NHSBSA have wrongly declined his application for early payment of his preserved pension benefits (EPPB) on the grounds of ill health from the Scheme.
Baz-Roll Products Ltd (1977) Retirement Benefits Scheme (81051/2)
Mr Malandrinos’ complaint is that the Scheme should have been wound up when he retired in 1990 and his benefits secured by the purchase of a policy in his sole name rather than in the name of the trustees of the Scheme.
The Tarmac UK Pension Scheme (85218/1)
Mrs Hendry, Mr Hendry’s widow, complains that the Trustee did not involve her in the gathering of evidence prior to deciding how Mr Hendry’s lump sum death benefit should be distributed. In consequence she says that the decision should be reconsidered. The Deputy Pen …
Windsor Life Assurance Company Limited (80998/1)
Mrs Davis’ complaint against Windsor Life concerns its handling of an order by the Court on her divorce assigning 100% of the value of her husband’s (Mr Davis) policy under the Plan. Specifically, she complains that: having received details of the pension share, Wind …
Arbuthnot SIPP (77606/2)
Mr Pointer’s complaint is that Arbuthnot Pension Trustees Ltd (APT) the Scheme’s administrator and professional trustee, failed to advise or inform him of the true financial position of Commercial Property Investment Group (CPIG) and allowed the reinvestment (in 2005) of his matured loan not …
Focus Pension Scheme (78173/3)
Mr Wilson has complained that the Trustee and JLT provided incorrect information and incomplete transfer values and failed to keep adequate records of his AVC. As a consequence, Mr Wilson says that his transfer was not completed in a timely manner. The Deputy Pension …
NIPSA Retirement and Death Benefit Scheme (80033/2)
Ms Lunney complains that alleged delays on the part of the Scheme Trustees and NIPSA, her former employer, in considering and processing her ill health early retirement application has caused her financial hardship. S …
Teachers’ Pension Scheme (82885/1)
Mr Briggs complains that Teachers’ Pensions and the Department for Education (DfE) require recovery of an overpayment as a result of his pension being an “age related” award (Age Benefits) although he applied for, and was told he had been awarded, actuarially reduced …
NHS Injury Benefit Scheme (81537/1)
Essentially, Miss Jackson’s complaint is that she has been wrongly refused a Permanent Injury Benefit (PIB) The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Authority as they have not properly considered whether Miss …
Calberto Limited Pension Plan (48784/2)
Mr A Grievson originally brought a complaint against Mr N Grievson as a trustee of the Scheme, Calberto Ltd, as principal employer of the Scheme and Brewin Dolphin as administrators of the Scheme. He complained that: the transfer valuation process was unfairly prejudicial; and the transfe …
J P Morgan Ivestment Trust Pension Account (82004/2)
Mr Moir’s complaint is that Capita and/or JP Morgan delayed the transfer (in specie and cash) of his investments in the Plan to Alliance Trust Savings Limited (ATS) The Pensions Ombudsman’s determination and short rea …