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Scottish Widows Income Drawdown Plan (77014/1)
Mr Smith’s complaint against Scottish Widows stems from the reapplication of monies repaid by Mr Smith as a result of an overpayment that had occurred in 2005. Mr Smith complains that Scottish Widows: failed to provide him with accurate fund values, to reinstate his policies to the position …
The Trustee of the Axle Group Holdings Limited Directors and Executives Pension Scheme (76194/1)
Mrs Kemp has complained that the Trustee has incorrectly decided to distribute the lump sum death benefits payable on the death of her husband to his sister. The Pensions Ombudsman’s determination and short reasons …
Yorkshire Fittings Pension Scheme (27460/3)
Mr Firth says that the Trustees: withheld and failed to disclose all surveillance report evidence used to reject his request for ill health early retirement; failed to properly reconsider his ill health early retirement application; failed to provide sufficient reaso …
Westernprint Limited Pension Scheme (27876/2)
Mr Pattemore complains that the value of the fund was improperly reduced by payments and borrowings made by the trustees. MATERIAL FACTS The investigation of this case has been considerably hampered by the inability a …
Royal Mail Pension Plan (73048/2)
Mr Batt disagrees with the decision not to award him an ill health retirement pension. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against Royal Mail because they have reached their decision in an appropriate manner.
The Scheme (78132/1)
Miss X’s complaint is that SLFOC failed to provide any legal authority to act on behalf of the Scheme trustee and, having done so, failed to properly distribute the death benefit which arose following the death of her partner, Mr H.
Local Government Pension Scheme: Durham County Council Pension Fund (77074/1)
Mrs Sanderson has complained that Durham Probation Trust, as the Employer, and the Council, as Administering Authorit …
Local Government Pension Scheme (78265/1)
Mrs Wilkin believes that the Council have wrongly refused her application for ill-health early retirement. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Council because they did not properly consider Mrs Wi …
The SureStock Pension Scheme (26791/4)
Mr McCann complains that Mr Campbell and Mr Zair, in their capacity as Trustees of the Scheme (the Trustees) failed to ensure that pension contributions were passed over to the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the …
BT Pension Scheme (77423/1)
Mrs Daley says that BT should have awarded her an ill health early retirement pension when her contract of employment was terminated on 8 June 2007.
IBM Pension Plan (75663/1)
Mr Martin’s complaint is about: the changes made by the Trustee to the Scheme in 2006; and the way the changes were carried out. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the Trustee.
Unijet Group Plc Final Salary Scheme (76135/2)
Mr Atkinson disagrees with the decision not to award him ill health retirement. He also disagrees with the Company’s interpretation of the Scheme Rules. The Pensions Ombudsman’s determination and short reasons The complaint shoul …
Local Government Pension Scheme (76785/1)
Mrs Fisher’s complaint against the Council is that they have wrongly refused her application for ill-health early retirement and either failed to respond or caused unnecessary delays in dealing with her application. The Pensions Ombudsman’s determination and short re …
New Zealand Lamb Promotion Council Pension Scheme (75734/1)
Abbey continued to send annual statements for one of four Scheme policies set up for Mr McCarthy, despite the funds for that policy having been previously transferred to one of the other policies. Mr McCarthy says he extended his mortgage by £15,000 based on informat …
Universities Superannuation Scheme (76103/1)
The complaint from the Executor of the Estate is that, QM had a duty of care to inform Miss Lawson of the option to commute her benefits at the time she applied for ill health early retirement …
Vector Pension Plan (PPF000051)
The Pension Protection Fund (PPF) Ombudsman has received a reference of a reviewable matter, following a decision by the Reconsideration Committee of the PPF dated 15 July 2009.