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Sowester Limited Pension and Life Assurance Scheme (P00379)

Mr Buck says: that Mr Edmond, a trustee, improperly took a full transfer value from the Scheme when the Scheme was in deficit. the transfer value of his own …

Hensal Press Directors’ Pension Scheme (R00513)

Mr Sale says that, as a result of Norwich Union failing to release the proceeds of his policy (the Policy) under the Scheme when demanded, he incurred substantial professional costs. He wishes Norwich Union to reimburse those costs. Some of the issues before me might be seen as complain …

Local Government Pension Scheme (S00455)

Mr Welsh’s complaint concerns SPFO’s admitted failure to inform Mr Welsh of certain consequences of re-employment with a LGPS employer. Some of the issues before me might be seen as complaints of maladministration while others can be seen as …

Aviva Staff Pension Scheme (27614)

Mr Rushin complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Scheme in distributing the death benefit which arose following the death of his son, Nicholas Rushin. The Trustee exercised its discretion to a …

High Point Rendel Pension Plan (R00574)

Mr Watkins considers that he should have been informed that it was possible to transfer his deferred benefits from the Scheme when he left service in 1969. He says that had he been properly informed, he would have transferred into another occupational scheme, which wo …

Nortel Networks UK Pension Plan (S00169)

Mrs Tate’s complaint is that the Trustees have refused to continue the payment of her ill health pension. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of …

BALPA 1973 Pension Scheme (P01333)

Mr Smith complains that Barnett Waddingham gave him, BALPA and the Trustees incorrect information about the Inland Revenue (now HM Revenue and Customs) limits on his pension. As a result, he says that he has incurr …

Woodfield Systems Ltd Retirement Benefit Plan (21218)

Mr Saunders says that delays caused by Alexander Forbes and Scottish Life in the transfer of benefits in the Plan to an income drawdown arrangement with Clerical Medical led to a reduced transfer va …

NHS Pension Scheme (R00662)

Mr Carter’s complaint is that NHS Pensions have incorrectly rejected his application for Permanent Injury Benefit (PIB) He claims that he is entitled to PIB because his current medical condition is wholly, or mainly, attributable to his NHS employment. He also says that the handling of …

Local Government Pension Scheme (S00498)

Mr Bent says that the Airport and Tameside wrongly refused his application for ill health early retirement from the Scheme. Some of the issues before me might be seen as complaints of maladministration while others can be seen as …

The Manufacturers Hanover Trust Plan and The Chase UK Pension PlanThe
Manufacturers Hanover Trust Plan and The Chase UK Pension Plan (K00462 and
K00463)

Mr Allen complains that the value of his accrued pension rights under the MHT Plan was calculated incorrectly for …

Trident Alloys Retirement Plan (14727/3)

MATTERS FOR DETERMINATION

Mr G Sinnott, a member of the Plan, appeals against the Scheme Manager’s review dated 30 July 2007, of the FAS determination dated 26 February 2007.  He states that the FAS rules have not been correctly applied when calculating his entitlement.

F J Beswick (Paper) Ltd Pension & Life Assurance Scheme (71786/1)

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 3 October 2007.

Atholl Estates Pension Scheme (1974) (72277/1)

The Pension Protection Fund (PPF) Ombudsman has received a referral of a reviewable matter, following a decision by the Committee of the PPF dated 27 July 2007.

The MFI Group Pension Plan (R00189)

Mr Smith says that the Trustees have failed to award him an ill health early retirement pension despite medical evidence indicating that he fulfils the definition of ill-health in the Plan’s rules. He also says that the Trustees and the Company caus …

Plibrico Pension Plan (S00127)

Mr Page claims that he is entitled to a higher level of ill health early retirement benefit (IHERB) than he is currently rece …