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The National Health Service Pension Scheme (N00336)
Ms Mazurkiewicz contends that the National Health Service Agency, by applying Regulation 5(10) of the National Health Service Pension Scheme Regulations 1995, has …
Milngavie Golf Club Pension Scheme (N00577)
Mr Hindmarch says that when the Scheme was wound up in 1995 his accrued benefits from the Scheme were transferred by the Trustees to a personal pension plan, …
Rank Pension Plan (N01123)
Mr Lane complains that his application for an ill-health early retirement pension was declined. As a result, Mr Lane claims that he has suffered a shortfall in his pension because he had no choice but to take early retirement from the Plan on a normal basis. …
The Local Government Pension Scheme (Q00038)
Mr Brown has complained that his application for an ill health pension has not been 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 law an …
Aeromedicare Retirement Benefits Scheme (M00260)
Mr Horn says that the Managing Trustees failed to proceed with an offer of £750,000 received for the sale of the property asset of the Scheme (the “Property” which excluded the associated land (the “Associated Land” and instead transferred part of the Property to a new scheme of the Manag …
Sprint Internations (UK) Retirement Benefits Plan (N01157)
Dr Smart alleges that he gave up his employment with the Company and agreed to retire before age 65 in reliance on information he received about his pension entitleme …
Scottish Equitable Self-Administered Personal Pension Plan (P00184)
I am asked to Determine a dispute between the Scottish Equitable plc and Mrs Parsons regarding the intended beneficiary under Mr E H Harris’ Personal Pension Plan following his death on 11th December 2002. RULES OF THE PLAN Rule 2 provides that survivor means: a dependan …
The Pointing Limited Pension Fund (M00347)
Mr Macklin alleges that the Trustees have incorrectly calculated his pension benefits, and as a result he has received an incorrect quotation of a cash equivalent transfer value. In addition, he has complained about the Trustees’ handling of his queries and the int …
Principal Civil Service Pension Scheme (M00481)
The Applicant complains that the MoD failed to interpret correctly the Rules of the Scheme (the Scheme Rules) as regards the deduction of outstanding Widows Pension Scheme (WPS) contributions from his preserved lump sum at retirement; and to recognise that advice given t …
Lincoln Financial Group Policy number 161-504340-59 (N00025)
Mr Welling alleges that the were slow in making their requirements known to effect a transfer of benefits from Lincoln to the Environment Agency Pension …
The Yorkshire Caravans of Bawtry Ltd Retirement and Death Benefits Scheme
(1990) (N00162)
Mr Wraith complains that the Trustees did not advise him of the Friends Provident demutualisation bonus due t …
Blackburn Chemicals Ltd Retirement Benefits Scheme (N00841)
Mr Williams complains that the Trustees failed to advise or notify him that as from 19 July 1994 his pension policy would cease to be held on a with-profits basis. Mr Williams complains that …
The Local Government Pension Scheme (P00185)
Mrs Hulme has complained that Staffordshire did not properly consider her for early retirement on the grounds of ill health instead of terminating her employment. Some of the issues before me might be seen as complaints of maladministration while others can be seen as dis …
ASW Sheerness Group Pension Fund (P00784)
Mr Baker says that the Trustees failed to deal timeously with his transfer value request. The Trustees accept that Mr Baker’s request was overlooked but say that Mr Baker would not have taken the transfer value if supplied. Some of the issues before me might be seen as complaint …
DB (UK) Pension Scheme (P00880)
Mr Ely says that ANBC delayed in dealing with a transfer request in respect of his Free Standing Additional Voluntary Contributions (FSAVCs) fund. Some of the issues before …
TfL Pension Fund (formerly LRT Pension Fund) (P01097)
Mr Strouthos has complained that : He was entitled to an ill health pension twelve months before he was dismissed. He says the Trustee changed its position after his dismissal. The Trustee wrongfully took into account …