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Armed Forces Pension Scheme (N00127)
Mr Kidd is aggrieved that he has not been allowed to transfer his benefits accrued in the AFPS to the Police Pension Scheme (the Police Scheme) and is claiming financial loss as a result. Some of the issues before me might be seen as complaints of mal …
Marshalls Environmental Services Limited Pension Scheme (N00608/9)
Mr and Mrs Gardner seek the assignment to themselves of their Individual Pension Plans (IPPs) with Equitable Life Assurance Society (Equitable) The Employer, who is also the Trustee, has refused to sign the documentation to ena …
Prudential Free Standing Additional Voluntary Contribution Plan (N00909)
Mr Whisby complains of maladministration by Prudential when he retired, resulting in financial loss to him. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law and indeed, some ma …
Lloyds TSB Group Pension Scheme No.2 (P00234)
Mr Nash says that he retired on the basis of figures provided by Lloyds TSB which subsequently turned out to be incorrect; their transfer value quotation had been overstated by 38% Some of the issues before me might be seen as complaints of m …
Lattice Group Pension Scheme (P00417)
Mr Hall considers that he should have been awarded a Category B incapacity pension but the Trustees have awarded him a Category A pension instead. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law and ind …
Teachers’ Pension Scheme – Prudential AVC Facility (P00889/P00890)
Mr Kilburn complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Kilburn states that the sales representative did not inform him that he could purchase past added years …
Co-operative Insurance Society LImited Employees’ Pension Scheme (P00949)
Mrs M says that she should have been awarded an ill health early retirement pension following the termination of her employment on grounds of capability in October 2003. Some of the issues before me might be seen as complaints of maladministrati …
Teachers’ Pension Scheme – Prudential AVC Facility (P01081)
Mr Brown complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Brown also alleges that the sales representative specifically advised against the alternative option of purc …
Allied Dunbar Personal Pension Plan P10515-708-DL (P00013)
Mr Cattle alleges that Allied Dunbar delayed making a transfer payment from the Plan. As a result, Mr Cattle claims that the value of his fund was lower than anticipated on transfer. Mr Cattle is also claiming compensation for distress caused by Allied Dunbar’s tardy res …
Teachers’ Pension Scheme – Prudential AVC Facility (P00619)
Mrs Sutton complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Sutton 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 (P01087)
Mrs Swan complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Swan also alleges the sales representative specifically advised against the alternative option of purchasin …
Teachers’ Pension Scheme – Prudential AVC Facility (P01273)
Dr Dryden complains that two of Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Dr Dryden also alleges that they did not inform him that he could purchase past added years (PAY) in t …
The Information Systems Management Plan (N00568)
Mr Hutchison claims that: his normal retirement date (NRD) unde …
Equitable Life Personal Pension Plan No: V0070329 (N00589)
Mr Rodericks complains that Equitable have failed to provide satisfactory answers to the following questions he has posed about the Policy: Why was the policy value as at 31 December 2000 quoted as £34,341.10 on one annual stateme …
Makro Staff Pension Scheme (N00935)
Mr Keen says that he was given incorrect information as to the amount of his deferred pension. The Trustees admit this but dispute that Mr Keen has suffered any financial loss in consequence. Mr Keen also says that he ought to have been offered an immediate pension on his redundancy.
Pearl Pension Plan (N01386)
Mr Bassett sought to transfer his funds from the Plan to Norwich Union. The transfer forms that he completed were sent by Norwich Union to Pearl within the expiry date which Pearl had given in quotation, but Pearl say they did not receive them until after the expiry date.