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Lofthouse of Fleetwood Retirement Savings Scheme (M00725)
Mr Wild alleges that the Trustees entered into an inappropriate contract for those members wishing to retire early from the scheme and, as a result, he has suffered a loss having …
Commercial Union Life; Personal Pension Plan Policy (N00074)
Mrs Taylor alleges that Norwich Union failed to advise her that, by deferring taking her pension from age 60, the selected retirement age in her pension policy, her fund could be subject to a Market Value Reduction (MVR) She says that a conse …
Gillette UK Pension Scheme (L00661)
Mr Peers complains that, having sought early retirement from his employer on the basis of a quotation of his deferred superannuation benefits supplied by the Scheme Manager, the latter informed him one month bef …
Colourama Builing Services (1987) Executive Benefits Plan (M00203)
Mrs Griffiths complained that RSA failed to advise her of her options upon taking early retirement; failed to answer letters written by her and her accountants since 1998; and failed to explain the financial basis upon which it calculated her annuity …
Richards Group Pension Scheme (M00728)
Mr Varley applied for early retirement benefits under the Richards Group Pension Scheme (the Scheme) following notice of his redundancy. At a Trustee meeting, held some six …
Norwich Union Self Invested Pension Plan (M00869)
Mr King says that James Hay accepted a transfer payment from Equitable Life without his authorisation to do so. Before the transfer occurred, Mr King had decided not to proceed, because of a recent announcement by Equitable Life that …
Principal Civil Service Pension Scheme (M00948)
Mr Rutherford is aggrieved by the decision of the managers of the Principal Civil Service Pension Scheme (the Scheme) not to award him injury benefits under section 11 of the Scheme rules. Some of the issues before me might be seen as complaints of maladministr …
Clark Whiitehill Joslyne SGMPP (M01010)
The Applicant alleges that Norwich Union wrongly applied a market value adjuster (MVA) after the expiry of the 90 days’ notice given it by the Trustees of their intention to wind up the Scheme. It argues that members should not be disadvantaged b …
Solway 1988 Pension Fund (N00085)
Mr Bale is concerned about: The legitimacy and manner of James Hay’s involvement in the trusteeship of the Scheme; The charges and expenses levied by James Hay and the other two trustees and the effect on Mr Bale; Whether there is or should be a life insurance policy e …
Local Government Pension Scheme (M00724)
Mr Higgins alleges that his former employer incorrectly calculated his pensionable remuneration for the …
The British Rubber Industry Pension Scheme (M00819)
Mrs Bedlow believes she is entitled to an unreduced pension from age 60. Through her representative Mr Pollock, she alleges that The Trustees failed to give timely consideration to her r …
Fireman’s Pension Scheme (M00841)
Mr Hind complains that the Council wrongly failed to take account of his secondary employment when reassessing his injury pension. He says this has caused him loss in that his pension has been significantly reduced as a result.
The Teachers’ Pension Scheme (M01102)
Mr Deans resigned from his post as Headteacher in September 2001 and became a supply teacher. He applied to protect his pension rights under Regulation H1 and was subsequently refused on the grounds that supply teaching did not count for the purposes …
The G and MEN Lifestyle Plan (N00038)
Mrs Haslock has asked the Trustees and Standard Life to amend the named recipient of the dependant’s pension payable on her death from her ex-husband to her current husband. The Trustees say that to do so would be in b …
The Teachers’ Pension Scheme (N00131)
Mr K has applied for the early payment of his benefits under the Scheme. The DfES and Teachers’ Pensions have said that he does not meet the criteria under Regulation E4 for the early payment of his benefits. Some of the issues before me might be seen as …