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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 …
Scottish Mutual Section 32 Buy-Out Policy (N00145)
In 1989, Scottish Mutual allowed Mr Bond to transfer the full value of a section 32 buyout policy to a small self administered scheme (SSAS) with Legal & General. However, Scottish Mutual failed to retain funds to support the Guaranteed Minimum Pension (GMP) obligation which it held.
Teachers’ Pension Scheme – Prudential AVC Facility (P00720)
Mrs Gill complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Gill states that the sales representative did not inform her of the existence of past added years (PAY) in the Teachers’ …
The ADT Pension Plan (P00791)
Mr Godfray has complained that the Trustees and the Administrator have refused to implement an augmentation of benefits, which, he says, was agreed at the time he left the Plan with deferred benefits. The Trustees say that to do so would result in Mr Godfray’s benefits exceedi …
The Marmon Group Limited Retirement Benefits Plan (M00186)
Mr Morris complains that JLT provided him with incorrect information, and delayed in providing correct information. He cla …
CIS Retirement Annuity Policy 7061627 (P00800)
Mrs Unsworth alleges that she was misled by a CIS representative into continuing to pay contributions into the Policy instead of taking immediate benefits. She discovered two years later that her benefits had in fact reduced, despite the payment of the additional contributions. She sa …