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Barclays Bank UK Retirement Fund (76473/1)
Mrs Waters has complained that her retirement benefits have been calculated incorrectly. In particular, she considers that certain bonuses should have been included in the calculation of her final salary, which were not. Mrs Waters also a …
Universities Superannuation Scheme Limited (71631/1)
Professor Coen complains that Prudential’s sales representative improperly persuaded him to pay money purchase additional voluntary contributions (AVCs) to Prudential. He alleges that he was led to believe that he was purchasing past added years (PAY) rather than …
Eagle Star Pension Plan (74995/1)
Mr Tart has complained that Zurich are no longer adding bonuses to his with-profit policy and negating the effect of his guaranteed annuity rate (GAR) The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because it is not maladministration for Zurich to …
W F Tuck and Sons Ltd Executive Pension (27644/2)
Mr Wightman is seeking financial redress for the delayed settlement of his retirement claim. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Zurich because they failed to chase the liquidator for the return of completed …
Express Executive Retirement Benefits (74124/2)
Mr Beard had complained about the time taken to set up his pension. The Ombudsman’s determination and short reasons The complaint should not be upheld because, …
Standard Life Pension (74745)
The Applicant, husband of the late Mrs L Hernandez, complains that although he was nominated as a beneficiary by Mrs Hernandez, Standard Life failed to pay to him death benefits from the Policy.
Teachers’ Pension Scheme (20398/2)
Dr Walker’s complaint is that: Medway terminated Dr Walker’s membership of the Teachers’ Scheme in August 2002 without his knowledge or approval, and against his wishes.
The Widney plc (1988) Pension Scheme (PPF000023)
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 October 2008.
The Lithgows Limited Pension Scheme (PPF000022)
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 October 2008.
Benson Sedgwick & Associated Companies Pension Scheme (PPF000026)
The Pension Protection Fund (PPF) Ombudsman has received a reference of a reviewable matter, following a decision by the Reconsideration Committee (the Committee) of the PPF dated 15 October 2008.
The Association of Investment Trust Companies Pension and Life Assurance Scheme (27844/2)
Mr Rath complains: about the proper appointment of individuals as trustees of the Scheme and individuals who were appointed as trustees were not involved in making decisions; that the trustees have been biased in favour of the employer in r …
Amylum UK Pension Scheme (the Scheme) (71423/2)
Mr Samuel’s complaint is that compensation payments paid in 2005, 2006 and 2007 in respect of lieu days credited to the “Bank 2 Scheme” (an arrangement to compensate for bank holidays worked) should be treated as pensionable. The Pensions Ombudsman’s determination and short r …
Standard Life Personal Pension (73275)
Mr Harold disagrees with the decision of Standard Life as Plan manager to apply a. Unit Price Adjustment (UPA). of £49,255 to the portion of his Plan fund invested in their With Profits Fund (WPF) on transfer into his new employer’s fina …
Local Government Pension Scheme (23254/2)
Miss X made a complaint to the Pensions Ombudsman in 2005, in which she alleged: her application for an Injury Allowance under Regulation 34 of the Local Government (Discretionary Payments) Regulations 1996 had been improperly rejected; there was a delay in her being awarded an ill-health retirem
Scottish Equitable Reflex Control Policies (27800/1 and 71433/1)
Mr and Mrs Eldred have complained about a delay in being able to draw a tax free cash sum and income from their policies, which they assert caused them financial loss. They say that t …
Henlys Group plc Pension Scheme (72873/2)
Mr Perera’s complaint is that when the Trustee decided to grant him an early ill health retirement pension on 18 March 2008 it failed to backdate it to 2001. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the Truste …