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Winterthur Life Universal SIPP (Q00424)
Mr Evans says that Winterthur unreasonably delayed the process of opening a dealing account in respect of the Plan. As a result, certain trades that he was intending to have made were either abandoned or made much later than was intended, and he lost mon …
Teachers’ Pension Scheme – Prudential AVC Facility (R00119)
Mr Leech complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. He also alleges that the sales representative did not inform him that he could purchase past added years …
Dana Manufacturing Group Pension Scheme B Fund and the Earby Light Engineers
Group Pension Scheme (M00264 and M00497)
The Applicant has made two complaints, which I have decided to consider together. The first com …
Caterpillar Pension Plan (K00558)
The Applicant complains that following the amendment in the Scheme Rules to the definition of Pensio …
Caterpillar Pension Scheme (K00716)
The Applicant complains about amendments made by the to the Works Scheme Rules in 1993. T …
DMA FinanciaL Solutions GPP (M00174 -M00179)
The Applicant and five others complain that when their employer, a firm called DMA, wound up a group personal pension scheme (the Old Scheme) replacing it with a money purchase occupational pension scheme (the New Scheme) Scottish Life omitted to tell them, or their Independent Financial Adviser
The Covcon Pension Scheme (N00300)
Covcon alleges that Prudential, when asked to assist in the wind-up of the Scheme: Failed to provide accurate information as to the Scheme’s financial position; Failed to respond to requests for such information, or follow instructio …
Electricity Supply Pension Scheme (P00047)
Mr Purdue has complained that the Group Trustees have wrongly refused to backdate his ill health early retirement pension from the date of his application to them to the date when he first began suffering from his medical condition. He has …
Timet Uk Limited Pension Plan (P00230)
Mr Pearson states that on redundancy he was incorrectly awarded reduced early retirement benefits. He says this was as a result of a scheme deficit and a failure by the Trustees to pursue the Employer for outstanding contributions. Some of the issues before me might be seen as complai …
Hilti Pension Scheme (P00625)
Mr Johnson says Hilti had led him to believe that he could retire early on 30 April 2004, at the age of 58, based on a quoted pension of £12,278.84. Mr Johnson says that Hilti have reneged on their agreement. Some of the issues before me might be seen as complaints of maladministration …
The Air Products plc Pension Plan (Q00278)
Mr Shepherd has complained that the Trustees sought to recover an overpayment of pension without agreeing a repayment schedule with him. He did not agree with the Trustees’ interpretation of relevant sections of the Welfare Reform and Pensions Act 1999. Some of the issue …
The Ripaults Limited Pension and Life Assurance Plan (R00171&R00172)
The complaint is that NU, as Administrator, caused the Applicants injustice and loss as a result of the following actions: failing to advise against and/or prevent the issue of four loans during 1989 (the Loans) failing to preve …
United Utilities Pension Scheme (N00405)
Mr McIntyre has complained that his application for an incapacity early retirement pension 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 law and indeed, s …
Scottish Mutual Retirement Annuity Contract (Q00601)
Mr Hannon says that, just prior to his making his last investment into the Plan, Abbey, without informing him or his Adviser, Andrew Cashmore of Buck Consultants (the Adviser) effected a ‘reprice’ which reduced the return that he had been led to expect f …
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 …