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Scottish Equitable Personal Pension Plan 2645321 (N00939)
Mrs Brown has complained that Scottish Equitable failed to obtain the necessary certificates when she transferred previous benefits into the Plan. Mrs Brown asserts that, as a consequence, the tax free cash sum she was allowed to take from the Plan was £2,000 less th …
The Shipbuilding Industries Pension Scheme (P01372)
Mr Leggett is aggrieved that his application for early retirement through incapacity has been rejected. 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. …
The Motor Industry Pension Plan (Q00514)
The Trustees complain that Keith Motors have failed to pay sufficient contributions to the Plan in accordance with its obligations under the Pensions Act 1995 (the 1995 Act) and the Trust Deed and Rules. Some of the …
Camden Automotive Ltd Retirement Benefits Scheme (Q00649)
Mr Eisa complains that the Trustees have failed to provide the information required by Scottish Widows plc in order to assign the benefits held in his name under the Scheme to a policy held in his own name, and that the Trustees failed to pay the annual …
The Eastern Flue Lining Small Self Administered Scheme (Q00093)
Mr and Mrs Sidebotham have complained that they were incorrectly informed by James Hay that certain property owned by the SSAS could not be sold to them as i …
The Civil Service Injury Benefit Scheme (Northern Ireland) (Q00234)
Mr McClune has complained that his application for a temporary injury allowance has not been properly considered. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or …
Miller Knight Limited Pension & Assurance Scheme (M00097)
Mr Holmes says that the failed to honour an offer of a transfer value from the Scheme …
Local Government Pension Scheme (N01316)
Mr Patten is aggrieved that delays by Windsor Life and the Council is processing his request to have his benefits transferred from Windsor Life to the LGPS caused him to suffer financial loss. Some of the issues befo …
Nationwide Pension Fund (P00796)
Mrs Phillips complains that her application for an incapacity pension from the Fund has been wrongly rejected by the Trustees of the Fund. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00810)
Mrs Jagelman complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Jagelman also alleges that the sales representative did not inform her that she could purchase past …
Metal Spinners (Newcastle) Ltd Executive Pension Plan (P00695)
Mr Conway’s complaint concerns his failure to receive a compensation payment from the Scottish Provident Institution (Scottish Provident) when it demutualised and joined the Abbey National Group. Some of the issues before me might be seen as complaints of maladministration whil …
Hoverspeed Pension Plan (Q00225)
Mr Marsh says that he has been wrongly denied ill health early retirement (IHER) The Trustee does not agree that Mr Marsh is eligible for ill health retirement. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disput …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00840)
Mr Brunt complains that Prudential’s sales representative improperly persuaded him =to pay additional voluntary contributions (AVCs) to Prudential. Mr Brunt states that the sales representative did not inform him that he could purchase past added years (PAY) in the Tea …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00864)
Mrs Aspinall complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative specifically advised against the alternative option of …
Teachers’ Pension Scheme – Prudential AVC Facility (R00015)
Mrs Rooke complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative misled her into believing that the alternative option of buy …