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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 …

Industrial Holdings Pension Scheme (N00952)

Mr Bartlett’s complaint against the Trustees concerns the following: Failure to secure his preserved benefits by purchasing a deferred annuity prior to the windi …

Teachers’ Pension Scheme – Prudential AVC Facility (P00957)

Mrs Williams complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Williams states that the sales representative did not inform her that she could purchase past add …

Lloyds TSB Group Pension Scheme (N00755)

Mr Brierley says that as a male member of the Scheme he is entitled to an enhancement to his benefits as set out in a memo dated 29 February 1988. The Trustees do not agree. Some of the issues before me might be seen as complaints of maladministration while others can be …

Teachers’ Pension Scheme – Prudential AVC Facility (P00728)

Dr Anderson complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes o …

Teachers’ Pension Scheme – Prudential AVC Facility (P00783)

Mrs Nixon 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 (P …

Principal Civil Service Pension Scheme (P00911)

Mr Perry complains of maladministration on the part of the DTI, LGC and the Trustees, in that Th …

Winterthur Life SSIP (P01075)

Mr Ellston says that CPPML delayed in acting on his instructions to transfer the funds in his Self Invested Pension Plan to a new investment manager. As a result of this maladministration he lost the opportunity to profit from having his portfolio managed and traded more actively.

Teachers’ Pension Scheme – Prudential AVC Facility (P01308)

Mrs Crilly complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Crilly also alleges that the sales representative did not inform her that she could purchase past added …