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The Mitsubishi Bank Pension & Life Assurance Fund (P00304)
Mr Haggard complains of maladministration by the Trustees in that: The Trustees admitted maladministration but are not prepared to recognise the financial loss he has suffered in consequence; The Trustees sent out …
Winterhur SIPPs 6705573, 6705575 and 6705572 (P01164)
Mr Jackson and Mr and Mrs Nichol-Smith each set up Self Invested Personal Pension Plans (SIPPs) in 1999. The SIPPs were partly invested in a property which they thought had been purchased jointly. Mr Jackson’s share of the property wa …
Teachers’ Pension Scheme – Prudential AVC Facility (P01345)
Mrs Martin 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 year …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00100)
Ms Iles complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Ms Iles also alleges that the sales representative did not inform her that she could purchase past added years (P …
Talisman Personal Pension Plan (N00211)
Mr Forman says that Scottish Life’s unwillingness and/or inability to provide correct information in a timely manner caused delay in his purchasing the Official Receiver’s interest in the Policy and being able …
The Selkirk Pension Plan (N00788)
Mr Kirby complains that SBJ, the Trustees and BBN have constantly frustrated his attempts to transfer his pension. He says they failed …
Principle Civil Service Pension Scheme (Northern Ireland) (N00888)
Mr Best says that due to delay on the part of CSP his annuity with Norwich Union is less than it would have been. CSP admit delay but deny that it caused Mr Best the financial loss he claims. Some of the issues before me might be seen as complaints of maladministration while …
Lincoln Personal Pension Plans 889-796633-54, 890-796633-65, 895-796633-15, 163-308872-44 and 162-483316-04 (P00279)
Mr Fraser has complained that it took 15 months to complete the transfer of his five policies from Lincoln to Legal & General, during which time the value o …
Teachers’ Pension Scheme – Prudential AVC Facility (P00714 & P00723)
Mr and Mrs Haslock complain that Prudential’s sales representative improperly persuaded them to pay additional voluntary contributions (AVCs) to Prudential. Mr and Mrs Haslock state that the sales representative told them that past added years (PAY) in the T …
Teachers’ Pension Scheme – Prudential AVC Facility (P00717)
Mrs Granville complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Granville states that the sales representative said that purchasing past added years (PAY) in the Teachers’ Pe …
Principal Civil Service Pension Scheme (P00925)
r White complains that following the reconsideration of his application for injury benefit, CSP did not grant his request. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or …
Konica Business Machines (UK) Ltd Pension & Life Assurance Scheme (N00621)
Mr Webb alleges that he did not receive an enhanced pension to which he believed he was entitled on early retirement. Some of the issues before me m …
Poole Pottery Pension Scheme (N00850)
Mrs Morris states that there were significant delays in providing her with an illustration of the benefits available to her on retirement. She says she is not now able to take her full benefits at age 60 and must wait until she is 65. Had the Former Trustees replied promp …
Police Pension Scheme (N00879)
Mr Hall claims that: The BT Trust …
AXA Sun Life Personal Pension Plan (N01146)
Mr C wanted to transfer his funds from AXA to Scottish Equitable. The necessary forms were received by AXA on 27 May 2003, whereupon AXA cancelled his policies. The bid prices were fixed on the next working day. However, AXA did not issue the transfer value until 13 June 2003.
AMP UK Staff Pension Scheme (N01393)
Mr Hedley has complained that AMP Pearl did not properly consider him for an incapacity pension. 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 may be both. I have …