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NEST Pension Plan (CAS-111953-P0L3)

Complainant:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mrs L’s complaint is upheld and, to put matters right, the Employer shall pay £1,401.53 into the Scheme. The Employer shall ensure that Mrs L is not financially disadvantaged by its maladministration. So, it will arrange for any investment loss to be calculated and paid into the Scheme. 

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NEST (CAS-63094-L7R3)

Complainant:
Complaint Topic:
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Respondent:
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Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr D’s complaint is upheld and, to put matters right, the First, Second, Third and Fourth Respondents (the Respondents) shall pay the missing contributions in respect of his pension and make good any shortfall in units. 

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AJC2 Pension Scheme (CAS-53044-T5K7, CAS-55238-T3N4, CAS-57583-H5G0)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Having fully considered the evidence and submissions presented in writing and at the Oral Hearing, I uphold the Applicants’ complaints. 

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B&CE (CAS-82508-D5V3)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
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Date:
Appeal:

Ombudsman’s Determination

Outcome

Miss N’s complaint is upheld and, to put matters right, the Employer shall pay £2,083.84 into her Scheme account. The Employer shall ensure that Miss N is not financially disadvantaged by its maladministration. So, it shall arrange for any investment loss to be calculated and paid into the Scheme. 

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NEST (CAS-82015-H7J5)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr D’s complaint is upheld and, to put matters right, the Employer shall pay £3,613.48 into the Scheme. The Employer shall also ensure that Mr D is not financially disadvantaged by its maladministration. So, it shall arrange for any investment loss to be calculated and paid into the Scheme. 

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The People’s Pension (CAS-103987-D5H0)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr E’s complaint is upheld and, to put matters right, the Employer shall pay £1,898.61 into the Scheme. The Employer shall ensure that Mr E is not financially disadvantaged by its maladministration. So, it will arrange for any investment loss to be calculated and paid into the Scheme. 

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NEST (CAS-104011-B0F5)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
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Date:
Appeal:

Ombudsman’s Determination

Outcome

Miss S’ complaint is upheld and, to put matters right, Dapa Coffee shall pay Miss S £500 for the significant distress and inconvenience she has experienced.  

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Scottish Friendly Assurance Society Personal Pension Policy (CAS-90770-L3S2)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
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Ombudsman’s Determination

Outcome

Ms D’s complaint is upheld and, to put matters right, the Administrator shall make good any financial loss it has caused Ms D. In addition, the Administrator shall pay Ms D £1,000 for the serious distress and inconvenience it has caused her.

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NEST (CAS-75248-Y1W7)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr R’s complaint is upheld and, to put matters right, the Employer shall pay the missing contributions in respect of his pension and make good any shortfall in units. In addition, the Employer shall pay Mr R £1,000 for the serious distress and inconvenience it has caused him.

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Fidelity Self-Invested Personal Pension (CAS-62871-L6H0)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr M’s complaint against Fidelity is upheld. To put matters right, Fidelity shall pay £500 to Mr M for the significant distress and inconvenience the matter has caused him.  

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