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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 …
Winsdor Life Assurance Company Limited (P00974)
Mr Moor complains that Windsor Life is responsible for a delay in paying a transfer value, during which time the transfer value of the Policy reduced. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact …
Riversdale Executive Pension Scheme (N01062)
Mr Brooking says that his impending retirement from BBM Limited was confirmed at a trustee meeting on 21 April 1998. In that meeting, it had been agreed that as the scheme funds were shared equally between himself …
Equitable Life Free Standing Additional Voluntary Contribution Policy number:
V5000139 (N00696)
Mr Beard is dissatisfied with the service he received from Equitable which, he believes, resulted in him suffering a financial loss due to a reduction in his fund. He also claims that, as a result …
Local Government Pension Scheme (N01407)
Mr Gresswell complains that the Authority wrongly refused him early retirement on ill-health grounds and that he has suffered financial loss as a c …
NHS Injury Benefit (Scotland) (Q00481)
Mr R is aggrieved that the SPPA have rejected his application for a permanent injury benefit (PIB) He also complains of delay by the SPPA in informing him that he may be entitled to this benefit. Some of the issues before me might be seen as complaints of maladministration while others c …
Teachers’ Pension Scheme – Prudential AVC Facility (P00764)
Mr Haydock complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Haydock states that the sales representative informed him that purchasing past added years (PAY) in the Teachers’ Pen …
The Local Government Pension Scheme (P00864)
Mrs Greenwood has complained that her request for the early payment of her deferred benefits on compassionate grounds was not considered properly. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or la …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00148 & Q00149)
Mr and Mrs Fitzpatrick complain that Prudential’s sales representative improperly persuaded them to pay additional voluntary contributions (AVCs) to Prudential. Mr and Mrs Fitzpatrick state that the sales representative did not inform them that they cou …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00157)
Ms Russell complains that in December 2000 Prudential’s sales representative improperly persuaded her to increase her additional voluntary contributions (AVCs) to Prudential. She alleges that the representative specifically advised against the alternativ …
Winterthur Life Personal Pension Scheme policy no: 66004927 (M01022)
Mr Johnston alleges that Winterthur has failed to adequately reconcile his pension account, provide portfolio valuations or collect correct fees. As a result, Mr Johnston has overpaid fees to Winterthur and has been unable to re-invest his pension …