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Allied Dunbar Executive Pension Plan (M01115)
Mr Steel alleges that Allied Dunbar incorrectly calculated the tax-free lump sum due to him as part of his retirement benefits. As a result, he has suffered a financial loss and considerable inco …
Prudential Personal Pension Plan (N00297)
Mr Holt says that Prudential agreed in writing in 1998 that his policy would be free from all future charges, but the charges are now being made to his policy due to changes in their administration.
AXA Personal Pension Plan BG26702 (N00311)
Mr Dunkley has complained that AXA and Equitable Life delayed the transfer of his fund from Equitable Life to AXA and as a consequence his transfer value was subject to a higher MVA. Some of the issues before me might be seen as complaints of …
Local Government Pension Scheme (N00927)
Mrs Hawkes says that the Council failed to publicise changes to its Early Retirement Scheme (the Old ERS) with the result that she missed out on the opportunity of receiving enhanced benefits when she retired early. Some of the issues before me might be seen as complaints of m …
Reed Elsevier Pension Scheme (M00071)
The Applicant complains that the Board of Trustees (the Trustees” acted perversely in refusing to grant her application for incapacity benefit. She claims that in consequence she has lost in excess of £13,800 per annum based on her 1998 sala …
Local Governement Pension Scheme (M00080)
The Applicant complains that having been promised ten added years upon early retirement she was, in the end, given only six and two thirds contrary to the provisions of her terms an …
George Corderoy & Co Final Salary Pension & Assurance Scheme (M00334)
GC&Co says that L&G did not manage the Scheme properly and in particular failed to notify GC&Co that the Scheme investment vehicle was inappropriate and that the funding position of the Scheme was continuin …
Norcros Security Plan (M00438)
Mr Gardner alleges that the Trustee failed to act in the best interest of members at all times by: Allowing a surplus to arise in the Plan fund; and Failing to distribute that surplus proportionately …
Timewell Properties Ltd Retirement Benefits Scheme 60657 (M00803)
LFP alleges on behalf of Timewell that the Scheme Administrator, Clerical Medical (CM) delayed in making payments in respect of internal transfers. Followin …
ALLIED DUNBAR PERSONAL RETIREMENT PLAN (m01031)
Mr Hunt says that Mr A Day, a representative of Allied Dunbar, failed to activate a request for his pension to be paid from his policy number P01448-31-DK-001 (the “Policy” under the Plan as from 1 March 2002. Some of the issues before me might be seen as complaints of maladmin …
The Pension & Life Assurance Plan of Arjo Limited (M01149)
Mr Welch was awarded an ill health early retirement (IHER) pension from 15 May 2002. However, he is aggrieved that the pension has not been backdated to 1 February 2001. Some of th …
Teachers Pension Scheme (N00507)
Mr Tancred is aggrieved that TP and the Department have withdrawn his ill health pension saying they did not have the power to do so. He also considers that the decision they reached regarding his incapacity status was unjust. Some of the is …
SAUR Water Services Pension Scheme (N00586)
Miss Travis submits that the refusal of her Employer to grant her ill health benefits under the Scheme is perverse and she complains that the reasons for their refusal are unclear, contradictory and unjust. To put matters right she seeks payment of these benefits, and, as she puts …
Windsor Life Retirement Annuity policy 12102389 (N00670)
Mr Pride said that Windsor Life calculated his Policy transfer value on the basis of the unit price in force several weeks before payment was actually made. He claimed injustice because the unit price at the date of settlement was considerably higher. Some …