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McMann Interiors Ltd (L00552)
McMann complains about 3 aspects of Allied Dunbar’s management of the Scheme, these being:the imposition of penalties upon the transfer of certain investment policies to Self-Invested Personal Pension Plans (SIPPs) …
Teachers’ Pension Scheme (N00031)
Ms Fenucci-Corsini, by her representative, Mr Pugh, says that Teachers’ Pensions have inappropriately sought recovery of an overpayment of pension. It is acknowledged that the Scheme has a right to the recovery of the money, but she feel …
Danelaw Pension Scheme (L00598)
Mr Smith alleges: The failed to ensure that the Scheme was being administered in accordance with the Scheme and Inland Revenue. The failed adequately to supervise Clive Burrows, the introducing Independent Financial Advisor. The Respond …
Johnson Fry (insurance Brokers) Ltd Executive Pension Plan (L00364)
Mr Longhurst alleges that Johnson Fry failed to pay the sum it had agreed to pay in connection with his retirement, as a result of which he had suffered the distress of financial hardship. Some of the issues before me might be se …
Local Government Pension Scheme (M00303)
(submitted 13 May 2002) Mr Cook explains that the Council overpaid his pension for approximately 10 years. The overpayment amounts to approximately £83,000. The Council now seeks to recover the overpayment over a pe …
Mymus Consultancy Services Executive Pension Plan (M00327 & M00328)
Mr Jones says that, because the Administrator belatedly secured approval for the Plan, tax had to be paid on the employer contributions for the Plan while it was unapproved. Some of the issues before me might be seen as complaints of maladministration while …
ELG Haniel Metals Limited Pension & Assurance Scheme (M00352)
Mr Newman complains that the Trustees refused to pay him benefits on an early retirement basis despite having confirmed that he would eligible for those benefits. He is claiming to have suffered in …
The Light Source Pension Fund (M00493)
Mrs Clarke, by her representative Mr Ross, says she has been attempting to obtain information from the Hanover Trustee Company Limited (Hanover) and from Mr Clarke to confirm whether she was a member of the Scheme with entitlement to benefit.
The Royal Bank of Scotland Group Pension Fund (M00896)
Mrs Fell says she was given inaccurate information about …
Turriff Corporation Pension Scheme (M01114)
Mr Harris says the Trustee gave him an incorrect transfer value. Based upon the lump sum Mr Harris expected to receive, he says he entered into an arrangement in Cyprus to have an apartment constructed. Mr Harris considers he should be compensated. So …
National Mutual Personal Pension Scheme (L00358)
Mr Lee alleges that National Mutual is incorrectly attempting to recover almost £15,000 from his drawdown policy. Some of the issues before me might be see …
Old Buckenham Hall School Executive Pension Plan (L00524)
The School alleges that it was advised by Prudential that members’ accrued benefit rights on termination of the Plan could be transferred at their full value to its group personal pension contract without penalty …
Centrica Staff Pension Scheme (M00451)
Mrs Marsh complains of maladministration by the Trustees of the Centrica Staff Pension Scheme (the Scheme) She says that benefits deriving from Additional Voluntary Contributions (AVCs) made by her were reduced for early payment, even though she had been made redundant …
Local Government Injury Benefits Scheme (M00829)
Mrs Giblen alleges that the Council and the Secretary of State failed to consider her application for a temporary injury benefit under Regulation 35 correctly. In particular, she says that they failed to take proper a …
Trinity Retirement Benefit Scheme (M00850)
Mr Keighley requested a quote for the early payment of his deferred benefits in 2001 and 2002. Having been provided with quotes on three occasions, Mr Keighley handed in his notice and left his job. Two weeks after leaving his job Mr Keighley was notified by …
The Gallup Organisation Limited Retirement Benefits Scheme (M00716)
Mr Dossett retired in June 1998. In July 2001 Mr Dossett was informed by the Trustees that his pension was to be reduced because of irregularities concerning an enhancement he had receive …