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NHS Pension Scheme (80347/2)
Mr Atkinson says that he should have been awarded an ill health early retirement pension under the Scheme when his contract of employment was terminated The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because: The Authority has correctly applied th …
Windsor Life Assurance Company (79455/1)
Mr Philips says that he suffered financial loss as a result of delays caused by Windsor Life in transferring his plan to an alternative provider. He says that Windsor Life delayed providing a valuation statement and transfer forms, then having once received his instr …
The Estate of Mr R Coleridge (80076/1)
Mr Coleridge returned an application for a Hornbuckle Mitchell Flexible Income Pension Plan (FIPP) After receiving the tax free cash lump sum, there was a delay before Hornbuckle Mitchell offered an annuity. When they did it was not in line with what Mr Coleridge was expecting. Mr Coleridge …
Local Government Pension Scheme (81260/1)
Mr Cooper has complained that Enterprise, as the Employer, and LBBD, as Administering Authority of the LGPS, have incorrectly declined his application for early payment of his deferred benefits on the grounds of ill-health. The Pensions Ombud …
Countrywide Plc Pension Scheme (Defined Contribution Section) (80029/2)
Mr Sprawson complains that payment of his transfer value was improperly delayed, and as a result he suffered a financial loss. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mercer Limited and BlackRock Pensions Limite …
The Pension Trust – SFHA (79383/1)
Mr Sweeney complains of maladministration by the causing a transfer of benefits from Lincoln to the Scheme to be unduly delayed and resulting in financial loss to him. The Pensions Ombudsman’s determinatio …
NHS Pension Scheme (78750/1)
Mr Lale complains that the Authority, as administrator: wrongly calculated his deceased’s wife’s pension benefits in accordance with the rules for a deferred pensioner rather than for an active member; provided incorrect information which he and his deceased wife relied on to their detriment …
Principal Civil Service Pension Scheme (74517/5)
Mr Thomson disagrees with the way his retirement benefits have been calculated. In particular, Mr Thomson asserts that: the reason for his retirement was the deterioration in his health; the pension he received was inf …
Northern Ireland Civil Service Injury Benefit Scheme (80072/1)
Mrs Scott complains that she was refused temporary injury benefit. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Department of Finance and Personnel because it did not properly consider Mrs Scott’s application …
Yell Pension Scheme (72831/2)
Mr Anderson’s complaint is that: The Trustees have failed to comply with the directions contained in the Determination of the Deputy Pensions Ombudsman dated 6 July 2009 in relation to his complaint numbered 72831/1( the 2009 Determination) Yell could not reasonably …
Local Government Pension Scheme (78583/1)
Mr Sheach complains that the transfer of his stakeholder pension with AVIVA into the Scheme resulted in an unexpected reduction in the compensatory added years provided by North Lanarkshire. The Pensions Ombudsman’s determination and short re …
Tatra Plastic Limited Pension and Life Assurance Scheme (75974/3 & 75972/3)
Mr & Mrs Freud disagree with the Trustee as to the treatment of two Norwich Union policies (FEP953096 & PX73571) which they believe provide them with money purchase benefits and were, in effect, a scheme within the Scheme. They take the view …
Samuelson Group PLC 1991 Pension Scheme (76660/1)
Mr Smith’s complaint is that his benefits in respect of his membership of the Eagle Trust PLC 1998 Pension Scheme (the Eagle Trust Scheme) were mislaid when he joined the Somers Clarkes 1991 Pension Scheme (the Somers Clarkes Scheme) The Pensions Ombudsman’s determin …
The IBC Vehicles Pension Plan (80200/1, 80201/1, 80202/1, 79406/1)
The Applicants say that the Trustee failed to ask all of the relevant questions when deciding how to pay out the lump sum death benefits on the death of Mr J Ellaway (Mr Ellaway) In particular they say that the extent of their own dependency …
Austin Company of UK Limited Pension & Life Assurance Scheme (PPF00061)
The Pension Protection Fund Ombudsman has received a reference of a reviewable matter, following a decision by the Reconsideration Committee (the Committee) ofthe Pension Protection Fund (PPF) dated 30 September 2009. The referral concerns the Scheme’s risk-based levy for the year 2008/09.
Safeway Pension Scheme (79177/1)
Mr Callaway complains that Safeway and the Trustee have refused to augment his pension as he had requested. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against Safeway or the Trustee because the …