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Teachers’ Pension Scheme – Prudential AVC Facility (Q00312)
Mrs Fairhurst 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 pa …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00362)
Ms Solomon 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 …
Railways Pension Scheme (N00334)
The Applicant complains that the treated him unfairly in terminating his ill-health benefits and that those benefits should be reinstated. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fa …
Capita PPML Personal Pension Plan number T00094A (N01020)
Mr Thomas complains that PPML failed to properly monitor the Plan and as a result incorrect payments were made to him and to HM Revenue & Customs (HMRC) Mr Thomas also claims that PPML has failed to resolve the issue satisfactorily …
The Principal Civil Service Pension Scheme (P00557)
Mrs Fox has complained that her application for an injury benefit was not properly considered. She asserts that, contrary to the decision reached by CSP, she has an entitlement to both temporary and permanent injury benefits under the former Section 11 of the PCSPS Rules. Mrs Fox ha …
W Heffer & Sons Limited Pension Fund and Blackwell’s Pension Fund (P00795)
Mr Gregory has complained that he was offered the option to transfer his accrued benefits under the …
Moore Stephens (1988) Retirement Benefits Scheme (P00827)
Ms J asserts that she made it known to the Trustees that she wished to take her benefits at age 60 (on 29 May 2002) whilst continuing to work for Moore Stephens until 28 June 2002. Ms J has complained that annuities were not purchased from Norwich U …
The Scottish Teachers’ Superannuation Scheme (P00973)
The SPPA intend to pay the death gratuity payable on the death of Mrs Crosbie’s sister to her sister’s husband although they were legally separated at the time of her death. Some of the issues before me might be seen as complaints of maladministration while others can be seen …
Teachers’ Pension Scheme – Prudential AVC Facility (P01189)
Mrs Hinde complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential and led her to believe that she would receive a lump sum on retirement from her AVCs. She also alleges that th …
Teachers’ Pension Scheme – Prudential AVC Facility (P01300)
Ms Carpenter 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 ye …
Local Government Pension Scheme (Scotland) (Q00128)
Mrs Falconer has complained that her employer has wrongly refused to grant her ill health early retirement benefits. Some of the issues before me might be seen as complaints of maladministration w …
The Principal Civil Service Pension Scheme (Q00223)
HMRC had incorrectly quoted Mrs Adams’ reckonable service by including the period from 1970 to 1976 for which she had received a gratuity. Mrs Adams had enquired in 1996 and 2001 about buying additional service or paying Additional Voluntary Contributions (AVCs) and had been tol …
Scottish Equitable (European Aviation) Group Personal Pension Scheme (N00436)
The Applicant disputes the distribution of death benefits by Scottish Equitable ; he claims that discretion should have been exercised in his favour. Scottish Equitable’s position is that no discretion was available in the circumstances and so it w …
Blue Diamond Drilling SSAS (N00584)
Mrs Gladwell alleges that Prudential incorrectly recorded her normal retirement age (NRA) as 60, instead of 55 as properly entered on her application form.
Scottish Widows Personal Pension Plan (P00697)
Mrs Gordon says that Scottish Widows failed to obtain the initial annual premium for a Stakeholder personal pension policy (the “Policy” as a result of which she was unable to obtain tax relief in the Tax Year ended 5 April 2004.
Cordiant Group Pension Scheme (M00796)
Mr White Jones contends that the Trustee, Cordiant plc and Bates UK Limited failed to place him in the correct category of members in the Scheme for pension purposes. He argues this should be in a director category or …