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National Mutual Life Personal Pension Plan F00766089 (Q00785)
Mr Bernstein says that the Provider failed to warn him that deferring the taking of benefits from the Plan beyond his Selected Retirement Date (SRD) would result in a Market Value Adjustment (MVA) being applicable. Some …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00855)
Mrs Gionis complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added years …
The Bradstock Group Pension Scheme (N01376)
Mr Monk has complained: That the Group failed to pay funds into the Scheme as it had previously promised and deliberately delayed reaching a settlement with the Trust …
Teachers’ Pension Scheme (M00266)
Mrs Wood alleges that the Charity: Has denied her membership of the Scheme in breach of the Scheme rules; and Has failed to respond to her enquiries in connection with membership of the Scheme within a reasonable time. Mrs Wood claims that she has suffered injustice: She ha …
Teachers’ Pension Scheme (P00377)
Mr Thomas says that it is unreasonable of the DfES to refuse to backdate his ill health retirement pension further than 28 November 2001. 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 …
NPI Personal Pension Plan (Q00643)
Mrs Hunter says that NPI unreasonably applied a Market Value Adjustment (MVA) to her policy when she vested it under the Open Market Option, and that they took an unreasonably long time to complete the necessary processing.
Fishers Group Limited Pension Scheme (1993) (Q00345)
Mr Hart submitted an application form to me, naming the to his complaint as Fleet Place Trustees Limited and SBJ Benefit Consultant …
Cooperheat (UK) Limited Employee Benefit Scheme (M00173)
1. Mr Williamson says that the incorrectly reduced his pension from the Scheme on the grounds that the winding-up date of the Scheme was 1 December 1997 and not 16 July 1999, the date on which the Principal Company of the Scheme, Cooperheat (UK) Limit …
NHS Pension Scheme (M00767)
Mr Johnson says that he has been refused an ill-health early retirement pension despite providing medical evidence that shows he is incapable of working due to illness. Mr Johnson says that after his initial application was turned down, he appealed three times and provided suitable medica …
Warwickshire County Council Superannuation Fund (part of the Local Government
Pension Scheme) (P00972)
Ms Frost complains that she has been improperly refused an ill-health early retirement pension (IHERP) in that the Council failed to take into account her own psychiatrist’s report and also failed to take into acc …
Teachers’ Pensions Scheme – Prudential AVC Facility (Q00835 & Q00837)
Mr and Mrs Sutherland complain that Prudential did not inform them that they could purchase past added years (PAY) in the Teachers’ Pension Scheme. Some of the issues before me might be seen as complaints of maladministration while others can be …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00888-9)
Mr Hume and Mrs Seebaran-Hume complain that Prudential’s sales representative improperly persuaded them to pay additional voluntary contributions (AVCs) to Prudential. They also allege that the sales representative did not in …
Prudential (formerly Scottish Amicable) Policy Number: 794FW970, 852GW532 &
928WW500 (Q00196)
Mr Lloyd has complained that, when processing his request to transfer funds to another provider, Prudential: 1.1 Did not process an automatic switch to the Cash Fund as required by the Policy Conditions (the Conditions) Caused delays by adding and then …
Local Government Pension Scheme (Q00545)
Mr s D’Angelo complains that the Council has wrongly refused to grant her illhealth early retirement benefits. She also complains that the Council failed to deal with her application in a timely manner. Some of the issues before me might be seen as complaintm s …
NHS Pension Scheme (P00299)
The Agency considers that Mr Corp’s Scheme benefits had been overpaid. The Agency reduced Mr Corp’s pension payment to what the Agency considered to be the correct amount. Mr Corp does not accept that his pension ought to have been reduced or …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00153)
Mrs Keeble complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Keeble states that the sales representative did not inform her that she could purchase past added years (PAY) in t …