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Artemis (Closed) Pension Plan (76726/2)
Mr Sheppard ‘s principal complaint is that the Trustees and Artemis have wrongly refused to award him an early retirement pension due on his redundancy. He also complains that: Artemis failed to draft the Scheme Rules correctly; failed to inf …
RC Warren Packers Ltd Retirement Savings Plan (78842/2)
Mrs White considers that the lump sum death benefit and dependant’s pension paid to her from the Plan on the death of her husband, Mr William White, have been incorrectly calculated. In particular, she says that the b …
NPI Retirement Annuity Contract Zurich Personal Pension (78660/2)
Mr Lloyd has complained that as a result of his instructions not being followed, his pension transfer was processed too soon and as a consequence the available fund value was reduced. The Pensions Ombudsman’s determination and short reasons The complaint should be up …
Workhead Limited Employee Benefits Plan (78972/2)
Mrs Crosby complains that Windsor Life did not provide her with a retirement quotation on a timely basis before her Selected Retirement Date (SRD) of 25 August 2008, her 60th birthday. As a consequence of this failure, she says that she has n …
Calder Group (2001) Pension Scheme (27510/3)
Mr Harris complains that Calder and the Trustees: failed to take into account subsistence payments in his final pensionable earnings (FPE) for the purposes of calculating his retirement benefits; and reduced his early …
Norwich Union SIPP Client Number 96747 (78530/1)
Essentially, Mr Richards’ complaint is that AVIVA: failed to fully comply with his instructions given on 19 June 2008 to switch all the investments held in both the “pre-retirement” and “post-retirement” pension portfolios of the Plan into the Cash fund; having paid the maximum tax free cash lump
Norwich Union Retirement Annuity Plan (75645/2)
Mrs Ioannou says that Aviva failed to make the appropriate checks to ensure that the benefits under the Plan were paid to her father and that as a consequence his estate was reduced on his death. The Pensions Ombudsman’s determination and short reasons The complaint …
Calberto Limited Pension Plan (48784/3)
Mr A Grievson has complained 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 complains that: the transfer valuation process has been unfairly prejudicial; and t …
NHS Injury Benefits Scheme (79221/1)
Mrs Magill complains that NHSBSA have wrongly refused her application for Permanent Injury Benefits (PIB) from the Scheme. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA because they have reached their decision in a proper manner. …
UBS (UK) Voluntary Pension Scheme (77203/1)
Mr von Simson’s complaint concerns delay in the processing of a transfer request as a result of which he claims to have suffered a loss in the value of his pension fund. Buck and the Trustee deny that there was any ma …
Teachers’ Pension Scheme – Prudential AVC Facility (81112/1)
Miss I complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She alleges that the sales representative did not explain the alternative option of purchasing past added ye …
Continental UK Group Holdings Ltd (79771/1)
Mr Moore complains about the decision reached to reject his application for ill health early retirement. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Principal Employer because it …
Standard Life Appropriate Personal Pension Scheme (79779/2)
Ms Hogestijn complains that Standard Life should have paid her the lump sum arising on the death of her ex-husband. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Standard Life because it paid the lump sum without making adequate enquiries.
Teachers’ Pension Scheme (78846/2)
Mrs Lawton complains that: Her employer, the Council, allegedly failed to process her ill-health early retirement application on a timely basis and submit it to Teachers’ Pensions by 5 January 2007. As a consequence o …
Optima 2 Pension Scheme (75903/1)
Mrs Lane’s complaint is that Odeon and/or the Administrator provided her with incorrect information about the benefit she would receive from the Scheme which the Trustee now refuses to honour. The Pensions Ombudsman’s …
NHS Injury Benefit Scheme (80180/3)
Miss McCormack disagrees with NHSBSA’s decision not to award her a Permanent Injury Benefit (PIB) The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the NHSBSA because they have reached their decision in a proper manne …