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The Royal Bank of Scotland Group Pension Fund (79148/2)
Mrs Dipple has complained that her late husband was not told that, by taking his pension whilst continuing to work, he would not be eligible for death in service cover. The Pensions Ombudsman’s determination and short reasons The …
Windsor Life Personal Pension Plan (D55081933) (81492/1)
Mrs Hopwood says that Windsor Life failed to make an annual income drawdown payment from the Plan in November 2008, and again failed to make the payment when she requested them to in February 2009. This impacted on the payment of her Open Mar …
Police Pension Scheme (77435/2)
Mr Gardner says that the Authority reached a perverse decision when it refused to grant him an ill health early retirement pension under the Regulations. He says that the Authority caused undue delays to the process and was driven by targets to reduce the number of i …
James Hay Select Self Invested Personal Pension Plan (83021/1)
Mr Richards says that James Hay conducted a post A-Day Conversion Review of his income drawdown arrangement after 6 April 2006, but before he made his annual income withdrawal in June 2006. The effect of this was that he used a greater proportion of his Standard Life …
The Singer and Friedlander Limited Pension and Assurance Scheme (83842/1)
Miss Brown complains that when considering the payment of death benefits available upon the death of her brother, the Trustee’s wrongly: treated her brother as a deferred member; and rescheduled the Trustee’s meeting of 18 September 2010. The …
Atos Origin Pension Fund (81760/2)
Mr Hunter says that: when his contract of employment passed from. Imperial Chemical Industries (. ICI) to Atos Origin in 1996 the terms of the ICI Pension Fund continued to apply and consequently Atos Origin and /or the Tru …
BBC Pension Scheme (82214/2)
Investigator’s decision letter and Ombudsman’s determination in a complaint concerning restrictions on “basic pay” for pension purposes.Mr J Bradbury. Our 82214/2/WLAM 24 October 2011 Dear. Mr Bradbury. Thank you for your letter of 20 October 2011 regarding the above Scheme. Af …
Armed Forces Pension Scheme (84427/1)
Miss Kemp says that following the death of her son on 21 September 2009, SPVA incorrectly recognised his former girlfriend (Miss R) as a surviving adult dependant under the terms of the Armed Forces Pension Scheme Ord …
Jacobs Engineering Ltd Pension Scheme (79903/1)
Dr Karmarkar says: Standard Life failed to follow his instructions to invest part of his AVCs in the Sterling One Fund in the lead up to his retirement; Standard Life failed to provide JLT with the fund value; and Sta …
Adnams Pension Fund (81043/1)
Mr Lee has complained that he relied on incorrect information provided by Aviva as to the level of benefits he would receive on retirement in deciding to take voluntary redundancy. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Aviva to the e …
The Abbott Laboratories Pension Fund (82694/1)
Mr McDonald has complained that the benefits he received when he retired in April 2009 were not based on a letter dated 1 February 1997 and were reduced by reference to an old tax regime. Th …
Salmon Speed Architects Retirement and Death Benefit No.2 Scheme (76279/1)
Mr Speed complains, as a member, that two of his fellow trustees, Messrs Burrell and Salter, are preventing him from receiving his full retirement benefits from the Scheme by refusing to accept the Rules of the Scheme a …
Prudential Personal Pension – 307WU060 and other policies (83507/1)
Mr May’s complaint is that Prudential switched his Plan’s unit holding into a Cash Fund in March 2009 without his agreement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Prudential because th …
Unipart Group Pension Scheme (82784/1)
Mr Crossan complains that: the death benefit was paid to the wrong person; the trustee’s handling of his complaint was inadequate.
AEGON Scottish Equitable Personal Pension Scheme (81073/2)
Mr Shannon complains that AEGON delayed in transferring funds from the Scheme to his employer’s pension fund. As a result he considers he has suffered a loss because the transfer value actually paid was less than he anticipated. He is looking to AEGON to make up the …
Standard Life – Self Invested Personal Pension (SIPP) (78314/1)
Mr Hickling is complaining that: Standard Life delayed processing his switch instructions from Pooled Property Fund to Sterling One fund, and; the online valuation on the Standard Life website provided an incorrect value which caused Mr Hickling to delay making the s …