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The UGC Pension Scheme (Q00311)

Mr Miller says that he was not advised, prior to returning documentation to authorise a transfer, that the basis on which additional years service was calculated was to be changed. He also says that the Administrators were responsib …

Capgemini UK Pension Plan – British Steel Section (Q00779)

Mr Norman states that as he was made voluntarily redundant he is entitled to an unreduced pension in accordance with Rule 5.5 because he retired at the request of the Company. Some of the issues …

Universities Superannuation Scheme – Prudential AVC Facility (R00632)

Professor Pollert complains that Prudential’s sales representative improperly persuaded her in 1995 to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her th …

Scottish Provident Personal Pension Scheme (Q00320)

Mrs Booth has complained that a transfer of her pension rights from her policies with Scottish Provident …

Wolseley Group Retirement Benefits Plan (M00883)

Mr Marks alleges that the Incorrectly recorded the date on which his pensionable service was to commence; Failed to honour an offer that he could take his pension at any time after his sixtieth birthday without an actuarial redu …

US Forces UK Employees AVC Scheme (Q00825)

Mrs Cook asserts that it was never explained to her before 2002 that a 5% charge would be made for additional voluntary contributions paid on a monthly basis. She is of the opinion that such a char …

The NHS Injury Benefits Scheme (P00199)

Mr X is aggrieved at being denied Temporary Injury Allowance. 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 over either type of issu …

St Ives Pension Scheme (P00349)

Mrs Crooks alleges that the Employer and the Trustees have incorrectly refused her an ill-health early retirement pension (IHERP) to which she claims to be entitled on grounds of total incapacity. She seeks an IHERP, backdated to the date on which her employment ended. Mr …

BALPA 1973 Pension Scheme (Q00394)

Mr Smith complains that: His deferred pension is not being increased at a rate above 5% per annum and is also not being increased in accordance with statutory requirements, the S …

Teachers’ Pension Scheme (Q00711)

Mrs Ashton complains that her pension should not have been stopped. 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, so …

Solicitors’ Law Stationery Society Limited Pension Scheme (R00320)

Mr Cahill says that Equitable Life gave him incorrect advice upon which he relied in deciding to draw early retirement benefits from the Scheme at age 60. Had he delayed his pension would have been approximately £10,0 …

Bristol and West Staff Pension Fund (P01041)

Mr Jones states that he was provided with an incorrect retirement quotation upon which he relied. He says that he was subsequently given another quotation for a lower benefit, and therefore wishes to b …

Spectrum Group Personal Pension Plan (N00995)

Mr Fear complains that: his personal contributions since 1998 and his employer’s contributions since 2001 were switched from NPI’s Series1 fund to the Series 2 fund, without his consent; a reversionary bonus had not been added to his policy during the years 1989 to 1995; and bonuses which have be

Winterthur Life Rainbow Plus Personal Pension Plan (P00168)

Mr Murphy says that delays in the transfer process caused by Winterthur Life resulted in a lower transfer value being quoted. 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 …

Diageo Pension Scheme (Q00344)

Mr Feldman claims that the Trustee made errors of fact and law in the way that it dealt with his application for early retirement on the grounds of permanent incapacity. He also complains about the way his application was dealt with an …

Miller Brothers (Doncaster) Limited Group Additional Voluntary Contribution
(AVC) Scheme (Q00299)

Miller Brothers complains about the application of surrender charges to those transferring out of the AVC Scheme prior to normal retirement date. Some of the issues before me might be seen as comp …