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Aida Holdings (UK) Pension Scheme (N00829)
The Trustees say that Mrs Kiel-Nootebos’ widows pension has been overpaid. Mrs Kiel-Nootebos contends, firstly, that she is entitled to payments at the level made an …
The Principal Civil Service Pension Scheme (Northern Ireland) (N00937)
Mr B says that he accepted early severance in April 2000 in the belief that his deferred benefits would be paid early if he fell ill. Initially he was refused early payment because he had received a ‘top up’ element in his redundancy package. He is now receiving re …
Analog Devices Ltd Pension Scheme (N01161)
Mr Small alleges that the Trustees failed to advise him prior to leaving Analog Devices Ltd that should he choose to defer payment of his benefits, the pension ultimately payable would not automatically be greater than the pension payable at h …
The Local Government Pension Scheme (N00872)
Mr Kingwell says that, at the time he re-joined the Local Government Pension Scheme (LGPS) in 1993, he was not advised that the regulations would restrict the amount of pension payable. He asserts th …
Local Government Pension Scheme (N00877)
Mr Simon complains that the Council, by whom he was employed, has wrongly treated his employment with them as having been terminated by mutual agreement, rather than redundancy. As a result, his pension has been reduced by approximately one third. Some of the issues befor …
The Barclays Bank UK Retirement Fund (P00087)
Mrs Richards says that she ought to have been granted an ill health early retirement pension. The Bank, her former Employer, does not agree. 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 …
The ICI Speciality Chemicals Pension Fund (P00136)
Mr Johnson had AVC’s invested with Equitable Life. In June 2002 Mr Johnson decided to transfer his AVC’s from Equitable Life to avoid potential high exit penalties that Equitable Life were introducing at the tim …
Teachers’ Pension Scheme – Prudential AVC Facility (P00333)
Dr Phillips complains that Prudential’s sales representative improperly advised him to pay additional voluntary contributions (AVCs) to Prudential. Dr Phillips states that he was not told by the sales representative that he could purchase past added years (PAY) in t …
Liverpool Victoria (1994) Staff Pension Scheme (M00257)
Mr Jones’ application concerns the calculation of his deferred pension from the Scheme. Although Mr Jones accepts that his deferred benefits have been correctly calculated under the Scheme Rules, h …
Scottish Widows Policy no 1381580 (M00946)
Mr Pollock complains that policy number 1381580, effected as part of an employer’s pension arrangement, was not correctly assigned to him on leaving employment. Mr Pollock claims that he has suffered a financial loss because his ex-employer mistakenly benefit …
Wiggins Gee Pension Scheme (N00371)
Mrs Thompson complains that the Trustees: refused to grant Mrs Thompson’s late husband, Mr K Thompson (Mr Thompson) ill-health early retirement benefits; failed to offer Mr Thompson the full cash equivalent (transfer value) of his benefits u …
United Utilities Pension Scheme (N00446)
Mr Burns asserts that the Trustee has come to a perverse decision about his application for ill health retirement. He says that it did not consider all the relevant facts and considered evidence out of context. Mr Burns believes that this led the Trustee to come to the wrong decision. Mr …
The Cardinal Broach Company Pension Scheme (N00830)
Mr Lovell has complained that the Trustees and the Company did not properly consider his application for ill health retirement, did not provide an adequate explanation for why he had been refused a …
The NHS Pension Scheme (N01225)
Mr Jugdaohsingh’s application for a permanent injury benefit under the NHS (Injury Benefits) Regulations 1995 has been refused. He is of the opinion that the medical evidence was not properly considered.
Equitable Life Personal Pension Plan – V0009256 (P00088)
Mr Owen says that he gave instructions in September 2001 to Equitable Life to contract him back into the State Earnings Related Pension Scheme for Tax Year 2001-02. He says that not only did they fail to act upon this instruction but also failed to ensure that he was contracted …
Standard Life SIPP Plan 1745 (L00815)
The Applicant complains that Alba Life incorrectly advised James Hay about the value of his SIPP and that James Hay in breach of trust removed the sum of £44,288.35 from his Self-Invested Personal Pension (SIPP) without his written authority and also faile …