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Winterthur Life SSIP (N00759)
Mr Cox says that Winterthur Life delayed in dealing with the transfer of his pension fund to a new provider and that as a result he lost the opportunity to operate a hedged investment strategy and sustained losses of £47,558.
Michelin Pension and Life Assurance Plan (P00883)
Mr R brings this complaint on behalf of his granddaughter (KS) Following the death of KS’ father, Mr S, the Trustees paid one third of the lump sum death benefit payable from the scheme to KS. The balance was paid to Mr S’ partner (DC) at the time of his death. Mr R …
British American Tobacco UK Pension Fund (P00365)
Mr Waller complains that the Trustee improperly refused him an early retirement pension on the grounds of ill health. Some of the issues before me might be seen as complaints of maladministration while others can be seen as dispu …
Sun Life Assurance Person Pension Plan no: 9612316 (P00609)
Mr Reide says that he was given misleading advice about the value of his policy during the course of a telephone conversation with AXA Sun Life’s Call Centre in May 2002. When he subsequently requested updated figures in June 2002, delays caused by AXA Sun Life meant that by the time he rec …
Teachers’ Pension Scheme – Prudential AVC Facility (P01117)
Mrs Green complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Green states that the sales representative did not inform her that she could purchase past added years (PAY) in the Te …
Teachers’ Pension Scheme – Prudential AVC Facility (P01127)
Mrs Baker complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Baker states that the sales representative did not inform her that she could purchase past added years (PAY) in the …
Teachers’ Pension Scheme – Prudential AVC Facility (P01302)
Miss James-Williams complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Miss James-Williams also alleges that the sales representative did not inform her that sh …
Talisman Income Drawdown Plan (N00834)
Mr Smith alleges that as a result of the Respondent’s failure to provide transfer value quotations in a timely manner he has suffered injustice involving financial loss, disappointment and inconvenience. Some of the issues before me might be seen as …
Royal London Personal Pension Plan (P00113)
Mr Pallen, through his representative, Fairway Financial Consultancy (Fairway) alleges that, as a result of the Respondentµè» failure to provide quotations in a timely manner, he has suffered injustice involving financial loss, disappoinet …
Teachers’ Pension Scheme – Prudential AVC Facility (P01262)
Ms Balen 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 (PAY …
Teachers’ Pension Scheme – Prudential AVC Facility (P00763)
Mrs Pinder complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Pinder states that the sales representative did not inform her that she could purchase past added years (PAY) in the …
Teachers’ Pension Scheme – Prudential AVC Facility (P00757)
Mr Smith complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Smith states that the sales representative failed to explain the money purchase nature of AVCs. Some of the issues before …
Teachers’ Pension Scheme – Prudential AVC Facility (N01169)
Mrs Walker complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Walker states that the sales representative did not inform her that she could purchase past added years (PAY) in the …
Teachers’ Pension Scheme – Prudential AVC Facility (P00701)
Mr Coates complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Coates states that the sales representative did not inform him that he could purchase past added years (PAY) in the T …
Teachers’ Pension Scheme – Prudential AVC Facility (P00734 & P00735)
Mr and Mrs Moorby complain that Prudential’s sales representative improperly persuaded them to pay additional voluntary contributions (AVCs) to Prudential. Mr and Mrs Moorby state that the sales representative: Guaranteed a certain level of benefit in the even …
Teachers’ Pension Scheme – Prudential AVC Facility (P01152)
Mrs Message complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Message states that the sales representative did not inform her that she could purchase past added years (PAY) i …