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Rothesay Life Limited Pension Annuity (CAS-45352-J8N8)

Ombudsman’s Determination

Outcome

I do not uphold Mrs R’s complaint an

Alloy Sales Limited Executive Pension Scheme (CAS-49148-R5W6)

Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld and to pu

Expedited Determination

Operating Model Review: Reflections on our achievements this year

In the latest in our series of blogs, The Pensions Ombudsman, Dominic Harris, reflects on the organisation’s progress over the last year and updates on the latest developments on our Operating Model Review. He also shares more about our focus on older complex cases, as well as our lead case approach – both examples of how we’re tackling our high caseload. 

Judicial Pension Scheme 2015 (CAS-76105-K4V1)

Ombudsman’s Determination

Outcome

Mr E’s complaint is upheld in p

ExxonMobil Pension Plan (CAS-79622-T6S2)

Ombudsman’s Determination

Outcome

I do not uphold Mr L’s complain

Curtis Banks Universal SIPP (CAS-38697-T1F1)

Ombudsman’s Determination

Outcome

Mrs Y’s complaint is upheld, an

Fidelity Retail Pension Scheme (CAS-82915-B7C0)

Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and t

The Jackson Manvers Limited Executive Pension Scheme (CAS-45541-T0B3)

Ombudsman’s Determination

Outcome

The complaint is not upheld aga

Aegon Master Trust (CAS-125975-T8W4)

Ombudsman’s Determination

Outcome

I do not uphold Miss ED’s compl

NatWest Group Pension Fund (CAS-101153-R1R9)

Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complain

HSBC Bank (UK) Pension Scheme (CAS-80853-M0X7)

Ombudsman’s Determination

Outcome

Mr H’s complaint is upheld and

IBM Pension Plan (CAS-82155-H7B1)

Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complain

Scottish Widows Workplace Pension Scheme (CAS-115117-N7N7)

Ombudsman’s Determination

Outcome

Mrs E’s complaint is uphe

Trustees facilitating pension liberation found liable for £5.2m repayment by The Pensions Ombudsman’s Pensions Dishonesty Unit

An extensive investigation conducted by our Pensions Dishonesty Unit (PDU) into three occupational pension schemes, a pension administration company and the appointed trustees of the Schemes has resulted in directions that the trustees, including Mr Kaigh and Mr McNally in their personal capacities, should repay in total over £5m into the Schemes.

Smiths Industries Pension Scheme (CAS-110689-M5K1)

Ombudsman’s Determination

Outcome

Mr S has complained that the in