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The St Ives Pension Scheme (N01060)

Mr Gowers has complained that his application for an incapacity pension has not been properly considered by the Trustees and St Ives. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or l …

Police Pension Scheme (P00586)

Mrs Langley (formerly Mrs Hutcheon) says that the Council gave incomplete or misleading information about a pension sharing order. The Council does not agree and says that in any event responsibility rests with the solicitors representing her and her ex-husband.

Scottish Teachers’ Pension Scheme – Prudential AVC Facility (P01172)

Mr Adam complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Adam states that the sales representative did not inform him that he could purchase past added years (PAY) in the …

Teachers’ Pension Scheme – Prudential AVC Facility (P01278)

Mr Chafer complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Chafer also alleges that the sales representative did not inform him that he could purchase past added y …

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 …