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Co-Operative Group Pension (73639/2)
Mr Frost complains that he has not been paid the pension and lump sum quoted to him before he left service. The Ombudsman’s determination and short reasons The complaint should be upheld against PACE Trustees Limited because it provided Mr Frost with an incorrect benefit statement w …
The Winterthur Life Self Administered Personal Pension Scheme (N00325)
Mr Varley complains that the Trustee’s delay in arranging a lease for a property held by the Scheme and wrongly charging legal costs to the Scheme have caused him financial loss and distress. The Ombudsman’s determination and short reasons Th …
Spearflex Executive Pension Scheme (26050/2)
Mr Ferguson has complained that a transfer value was unavailable to him for some time. He also disagrees with the transfer value that he has now been offered because: (1) he does not consider that the administration costs of the Scheme and costs to refurbish Pelham H …
Babcock International Group Pension Scheme (PPF000018)
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 13 August 2008.
Teachers’ Pension Scheme (72917/1)
Mrs Montague complains that: the University did not advise her about the option of a pension transfer when she commenced employment with them in September 1990, and specifically did not inform her that there was a tim …
The Winterthur Life Self Administered Personal Pension (72995/1)
The complaint accepted by my office in May 2008 against Winterthur is that it: failed to transfer Mr Bradshaw’s SIPP assets in a timely fashion; provided incorrect information resulting in assets in a Trustee Investment Plan (TIP) being encash …
Windsor Life Personal Pension (74017/1)
Windsor, the managers of the PP failed to provide Mr Olden with annual review packs or written statements regarding his fund. As a result, Mr Olden claimed he suffered a financial loss. The Ombudsman’s determination and short reasons The complaint should be upheld against Windsor to the ex …
Marshall Holdings Limited Managed Pension Plan (PPF000019)
The Pension Protection Fund (PPF) Ombudsman has received a reference of areviewable matter, following a decision by the Reconsideration Committee of the PPF dated 17 September 2008.
Royal Mail Pension Plan (the Plan) (74946/2)
Mr McGurk complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Plan in distributing the death benefit which arose following the death of his father, Martin McGurk. The Trustee exercised its discretion to award a proportion o …
Yell Pension Plan (72831)
Mr Anderson’s complaint is that the Trustees: failed to give effect to the Rules of the Scheme and that, as a result, he has been wrongly denied the benefits to which he is entitled; delayed dealing with his complaint under the Scheme’s Internal Dispute Resolution Procedure (ID …
Langdon Retirement Benefit (73142/1)
Mr and Mrs Smith, the members of the Scheme, complain that Hartley, as trustee and administrator of the Scheme, failed to keep a complete copy of a document entrusted to them. As a result, Mr and Mrs Smith say they were unable to prove their interest in a piece of land and suffered …
The Vauxhall Motors Limited Pension Plan (73149)
Mr Dennis disagrees with the decision of the Trustees of the Plan to stop payment of his Incapacity Pension. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because it cannot be said that the …
Zurich Assurance Personal Pension (73389/2)
Mr Stitfall has complained about Zurich applying a Market Value Reduction (MVR) to his benefits under thePolicy Number 04262480 (the Policy).
Prudential Personal Pension Plan (74121)
Mr Smith complains that Prudential, as Plan manager, failed to provide him with the retirement benefits pack which he had requested in October 2007 on a timely basis.
Scottish Equitable Personal Pension Scheme (the Scheme); P (73461 & 75033)
The Applicants, the sons of the late Mr D McPherson, complain that although they were nominated as recipient by Mr McPherson, Scottish Equitable failed to pay to them the death benefits from t …
Principal Civil Service Pension Scheme ()
Mrs Palmer is aggrieved at not being granted the early payment of her preserved pension on grounds of ill health. The Ombudsman’s determination and short reasons The complaint should not be upheld against DWP because their conclusion that Mrs Palmer’s condition …