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Baker Hughes (UK) Pension Plan (M00732)
Mr Monro asked me to investigate a number of matters relating to his benefits, in particular : His correct entitlement under the Petrolite Plan. As a subsidiary of (a) whether it was possible to a …
Local Government Pension Scheme (M00858)
The Complainant says that in dealing with her family’s claim for pension benefits following the death of her husband the Council’s Pensions Section and its Pensions Administrator in particular treated her with bias; neglect and delay; inattention and arbitrariness; …
The M&G Variable Income Fund (L00665)
Mr Adshead, through his accountants – Robertshaw & Myers, claims that James Hay failed to administer properly a net contribution of £10,395 which he had paid to the Scheme on 1 April 1999. He states that as a consequence of James Hay’s failure he has lost …
The Police Pension Scheme (L00705)
Mr Nursey alleges that on the advice of the Metropolitan Police he decided in 1997 to make additional voluntary contributions (AVCs) and was never informed that if he retires before the age of 55 after completing 30 years service the benefits from his AVCs would be restricted. Som …
Direct Line Group Staff Pension & Life Assurance Scheme (L00800/1)
Mr Gray complains of: the handling by the Staff Scheme Trustees and Aon o …
SKF (UK) Limited Senior Executive Retirement & Death Benefits Scheme (M00288)
Mr Constance is aggrieved because the value of his retirement benefits, which were detailed in a Certificate of Entitlement to Benefits issued by the Scheme, is not n …
Credit Suisse (UK) Pension Fund (M00450)
Mr Tyler says that, over a number of years, he had been provided with quotations of prospective early retirement benefits at age 50 indicating a pension of approximately £19,000. However, just over a year before his 50th birthday he was informed that the estimated pen …
Demaglass Pension Scheme (L00191)
Mr Lewis, a member of the Scheme for 31 years, was made redundant on 5 May 2000. He had received a circular dated 14 April 2000 from AFTS (then known as Bradstock Trustee Services Limited – Bradstock) the independent trustee of the Scheme, informing him that early retirement pensions …
Local Governememt Pension Scheme (L00763)
1 Mr Barsby complains that his employer wrongly refused him early retirement on ill-health grounds and that he has suffered financial loss as a consequence. LEGISLATIVE BACKGROUND 2 The Local Government Pension Scheme Regulations 1997 (as amended) provide: 97(2) Any q …
Grower Marketing Services Ltd Retirement Benefit Scheme (M00751)
Mr Banting says he received a statement of entitlement to a transfer value dated 8 April 2002, which he accepted. The transfer value had been redu...
Allied Dunbar Executive Retirement Plan P00283-069-BE (M00834)
Mr Deeley had a number of policies with Allied Dunbar. Having taken pensions from two of his policies, he continued to receive annual statements from Allied Dunbar in respect of one of them in error. Mr Deeley says that he based his retirement planning on the ex …
First Quench Pension Fund (M01097)
Mr Kitchen was made redundant in July 2001. At that time he was under the age of 50 and was unable to apply for the early payment of his pension. He applied for early payment of his pension twelve months later and was told that this was not possible because the reduced pension was les …
MONTEGO DATA LIMITED PENSION PLAN (L00746 & L00747)
Mr and Mrs Webb allege that: their earnings were not established for the purposes of an Inland Revenue Triennial Review, which resulted in the Scheme …
Local Government Pension Scheme (M00817)
Mrs Stokes disagrees with the decision that her application for retirement on the grounds of ill health should not be granted. Mrs Stokes also complains about the delay in dealing with her comp …
FMT Pension and Life Assurance Scheme (H00322)
Mr Allen complains, among other things, of the actions of the Original Trustees and Mercers in connection with the early retirement of Mr Bright…
Sun Life Financial of Canada Personal Pension Plan (M00544)
Mrs Hick complains of maladministration by Sun Life, in that its agent advised her husband, Mr Hick, that the whole of his Non-Protected Rights Fund (NPRF) could be paid as a lump sum at death. Following Mr Hick’s death, Sun Life advised Mrs Hick that only 25 …