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Erco Lighting Ltd Group Personal Pension Plan 680DU284 (N00134)
Mrs Blofeld belonged to a group personal pension plan managed by Scottish Amicable. On 18 July 2002 Mrs Blofeld asked her independent financial adviser, Heath Lambert Consulting (HLC) to obtain a current fund value with a view to her retiring early. HLC were advised that the fund value …
The Farren Group Pension Scheme (M00231)
Mr Shepherd alleges that he is being denied his entitlement in the fund because of the actions of his fellow trustees. Some of the issues before me might be seen as complaints of maladministration while others can be seen as dis …
The Royal Zoological Society of Scotland Pension Fund (M00744)
Mr Blair received a quotation for early retirement benefits in March 2000, which he considers the Trustees should honour. However, Mr Blair did not request payment of his retirement benefits until October 2001, when the Trustees issued a …
GBE International plc Pension Scheme (M00822)
Mr Simmonds has the following concerns about the winding up of the Scheme: It is taking an inordinate amount of time; Information about the benefits which will be available to members when the winding up is complete (Option Packs) have not y …
Corbett Farms Limited Money Purchase Pension Plan (M01019)
Corbett Farms assert that, following the Trustees’ decision to discontinue contributions to the Scheme in March 1997, Century Life have failed to wind up the Scheme in a timely manner. As a consequence of this, they believe that the Sch …
The Principal Civil Service Pension Scheme (PCSPS) (N00090)
Mr Brazier states that the Cabinet Office advised him and his independent financial adviser that he was able to transfer his pension rights under the PCSPS to a personal pension plan. Mr Brazier says that, as a result of this advice, he began to wind down his business in anticipation …
Scottish Amicable Personal Pension Plan 442ND908 (N00122)
Mr Balcombe says that Scottish Amicable failed to action a fund switch in 2000 and as a consequence he has not been able to benefit from the performance of alternative funds.
The Northern Telecom (UK) Pension Plan (L00743)
Mr Beale complains of maladministration, resulting in injustice, in that the Trustee has not responded to several requests for details of calculations relating to his pension. Although Mr Beale names Diana Geneen, a senior manager employed by the Tru …
The Storage Technology Final Salary Benefits Plan (M00048)
Mr Cahill complains that the Trustees of the Plan, in determining his final pensionable salary on leaving service, failed to take into consideration bonus payments paid to him which would have increased his pensiona …
Local government Pension Scheme (M00095)
Mr Morgan disagrees with Westminster’s calculation of the pensionable remuneration used in his retirement benefits. He says that they have incorrectly interpreted the rules relating to certificates of protec …
Royal Mail Pension Plan (L00362)
Mr Wood complains about the management of his AVC assets accrued with The Equitable Life Assurance Society (Equitable) 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 juri …
DSRM Group Pension Scheme (L00546)
Mr Bailey complains that the Trustees and Corus have denied him an unreduced early retirement pension despite his having completed over 25 years’ service and having passed his 50th birthday. In addition, he …
Lansing Linde Pension Scheme (M00208)
Mr Bigwood says he based the financial planning for his retirement on an announcement made by the employer (in agreement with the Trustees) on 28 August 1990 which promised an unreduced pension on retirement on or after a member’s …
Aon Bain Hogg Pension scheme (M00889)
Mr Oughton says that, contrary to an announcement made in 1992 by Bain Clarkson Limited (the Company) that there would be no actuarial reduction to retirement benefits between the ages of 60 and 65, he has now been informed t …
Lloyds TSB Group Pension Scheme No. 2 (N00265)
Mr Mellor alleges that the Trustee failed to send him important information about his additional voluntary contribution (AVC) investments with Equitable Life, and that this caused him anxiety, distress and inconve …
Christian Salvesen Pension Scheme (M00679)
Mr Weir’s application for early payment of his pension on an enhanced basis on the grounds of ill health has been refused by the Trustees. He also alleges that delays in considering his application caused him injustice. Some of the issues …