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NHS Pension Scheme (L00813)
Mrs James claims that between 4 March 1974 to August 1985 she was not told that she could have been a member of the Scheme (at the time she wrongly believed that because she did not undertake full-time work she was ineligible) She says that the …
Bibby Line Group Pension Scheme (M00460)
Mr Kent, as the executor of his sister, Miss Patricia Kent, says that following her death a lump sum payment ought to have been made to her estate. The Trustees do not agree that any payment (aside from a payment in respect of Additional Voluntary Contributions (AVCs) made by M …
BAE Systems Pension Scheme (M01025)
Mr Rudd says that applied for an ill health retirement pension in March 2000 but has received the pension only from November 2001 as the result of an appeal. He claims the pension should therefore have been retrospectively awarded from March 2000. He also …
Greymarn Ltd (N00372)
Mr Latham complained of delays by Equitable Life in paying the transfer value of the Policy to his new pension arrangement with Standard Life. He said that, as a result of these delays, his transfer value was unjustly reduced because Equitable Life inc …
Tim Brown Equestrian Ltd 1994 Pension Scheme (N00615)
Miss Rowland is aggrieved that Mr T Brown, a trustee of the scheme and the Pensioneer Trustee have failed to arrange for payment of a requested transfer value. Some of the issues before me might be seen as complaints of maladminist …
Peugeot Talbot Pension Plan (N00914)
Mrs Lloyd says that the Employer has failed to award her an ill health early retirement pension, to which she believes she is entitled. 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 …
Personal Pension Policy numbers 163-55011, 161-505252061, 161-405046-89 (M01030)
Mr Ellison complains that Lincoln Assurance Ltd (Lincoln) took too long to complete the transfer of his pension funds to Legal and General in order for him to purchase an annuity with that provider. Mr Ellison said that d …
Alstom Pension Scheme (M00800)
Mr Rogerson believes that advice given to cease making additional voluntary contributions (AVCs) was incorrect and as a result his pension has fallen short of the maximum pension he could have received. Some of the issues before me might be seen as complaints of m …
Westminster Jewellery Ltd. Retirement Benefits Scheme – Your Complaint (L00408)
Mr Fisher through his financial advisors, Vaughan Financial Services (VFS) says that the Trustee and Westminster failed to provide him with relevant information (including a transfer value statement) about his benefits …
Kliklok International Ltd Retirement Benefit Plan (M00140)
Mr Hill complains of maladministration by the Trustees in that an estimate of his pension at normal retirement age given in 2001 was substantially …
Raytell Electrical Co Ltd Retirement Benefits Scheme (N00260)
Mr Bundock has complained that Scottish Amicable delayed sending all the necessary forms for him to transfer his funds from the Scheme to Axa Sun Life. As a consequence, Mr Bundock’s transfer value was …
Principal Civil Service Pension Scheme (N00105)
Mr McCabe is aggrieved that he has not been awarded an injury benefit under PCSPS Rule 11.3(i) and contends that the decision was made by the wrong person.
Nortel Networks UK Pension Plan (M00169)
Mr Lewis’ application arises out of an agreement made in 1989 between him and his employer, which provided that his employer would adjust his pension to produce a pension equivalent to the Inland Revenue (IR) maximum pension …
Wexas International Executive Pension Scheme (M01101)
Mr Beeching complained of serious delays on the part of Equitable Life in dealing with his request to transfer his benefits out of the Scheme. He said that this caused him considerable financial loss. Some of the issues before me might be seen as complaints …
NHS Pension Scheme (N00990)
Dr Qureshi contends that he did not receive a refund of his pension contributions for the period 15 May 1965 to 24 May 1969 and says that he should now have that refund with interest for late payment or the pension equivalent of it: the Agency say a full refund was made. Some of the issue …