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Local Government Pension Scheme (71419/1)
Mr McMullan says that the Employer and the Administrator calculated his benefits under the Scheme using an incorrect final pay figure He claims compensation for the excessive and stressful delays occasioned by the Adm …
NPI Policy no: 557070 (72322)
Mrs Moss considers that NPI should pay her the lump sum value of her late husband’s policy as a death benefit.
Teachers’ Pension Scheme (P00012)
Dr Gardam complains that: Havering did not provide him with documentation about the Scheme on his becoming a member and therefore he was unaware of the 12 month time limit within which he …
RWL Volac Pension Scheme (R00605)
Mr Dent says that bonus payments paid to him are pensionable. The disagree. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law and indeed, some may be both. I have jurisdiction o …
Civil Service Injury Benefit Scheme (27942)
Mr Anderson says that his application for Temporary Injury Benefit (TIB) was wrongly refused on the basis that he has not suffered a qualifying injury. The Deputy Pensions Ombudsman’s determination and short reaso …
Zurich Personal Pension (73371/1)
Mr Northan has complained that Zurich did not make reasonable efforts to trace his son’s next of kin within two years of his death. He says that as a consequence a taxable charge of £4,624 has arisen, which would not otherwise have been payable.
Local Government Pension Scheme (27713/1)
Mr Gallagher says that NPS and the Council wrongly refused his application for ill-health early retirement from the Scheme. The Ombudsman’s determination and short reasons The complaint is upheld to the extent that the application is referred back to NPS …
Merchant Investors SIPP 212 (R00456/7)
Mr M D Watts and Mr M R Watts assert that MI failed to manage the purchase and construction of a property on behalf of their SIPP in an appropriate manner, resulting in them sustaining financial loss, together with distress and inconvenience. In particular: MI delay …
The First UK Bus Pension Scheme (S00537)
Mr Anderson says that his application for Temporary Injury Benefit (TIB) was wrongly refused on the basis that he has not suffered a qualifying injury. The Deputy Pensions Ombudsman’s determination and short reaso …
Western Atlas Internatiional Incorporated UK Pension Plan (26283)
Mr Gray says that the Trustees have lost his deferred pension benefit entitlement under the Western Scheme. The Ombudsman’s determination and short reasons The complaint should be upheld. The National Insurance Contributions Agency’s contracted-out records show that Mr Gray’ …
AXA Sun Life Assurance Personal Pension Plan (27193/2)
Mr Vaish says that AXA incorrectly suspended his Premium Waiver Benefit (PWB) claim and clawed back all PWB payments that they had made into his policies.
Local Government Pension Scheme (28055)
Mr Campbell says SPF failed to inform him that his benefits from the Scheme would be subject to clawback on his final retirement. The Ombudsman’s determination and short reasons The complaint should be upheld.
Teachers’ Pension Scheme – Prudential AVC Facility (73304/1)
Mrs Luke complains that Prudential’s corporate presenter improperly persuaded her to pay additional voluntary contributions (AVCs) to enhance her pension. She also alleges that the corporate presenter specifically advised against the alternative option of purchasing …
Equitable Life Assurance Society (27486)
Mr Albinson’s complaint (as originally expressed) is that Equitable should not have applied a market value adjustment on transferring his benefits to Standard Life. He said that Equitable had provided reassurance that there would not be any penalties and yet they pro …
NPI Retirement Annuity Policy 406167T (71699/1)
Mr Blair’s complaint is that NPI: refuses to honour the transfer value of the Policy of £21,463, as stated in its letter of 29 November 2006; and is offering a transfer value of £19,587, the reduction being attributable to a terminal bonus cut effective from 31 December 2006 as it says that Mr Bl