Mr Pattemore complains that the value of the fund was improperly reduced by payments and borrowings made by the trustees. MATERIAL FACTS The investigation of this case has been considerably hampered by the inability a …

Mrs Kemp has complained that the Trustee has incorrectly decided to distribute the lump sum death benefits payable on the death of her husband to his sister. The Pensions Ombudsman’s determination and short reasons …

Mr Smith’s complaint against Scottish Widows stems from the reapplication of monies repaid by Mr Smith as a result of an overpayment that had occurred in 2005. Mr Smith complains that Scottish Widows: failed to provide him with accurate fund values, to reinstate his policies to the position …

Mr A says that Chevron incorrectly varied the level of his disability pension in January 2006 from ‘Total Disability’ to ‘Partial Disability’ reducing the amount payable from £47,518.56 p.a. to £27,602.16 p.a. The Pensions Ombudsman’s determination and short reasons The complaint should be u …

Miss Newham disagrees with the decision of the Council, as the Employer and the Administrator, not to award her ill health early retirement (IHER) benefits. Miss Newham is seeking her IHER benefits to be awarded from when she left employment on health grounds or, in …

Mr Garbutt complains about the way in which a review of his injury award was carried out. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against NYPA, which accepts that the review was flawed and has offered to carry out the review again. DETAILED DET …

Ms Watson-Smith’s complaint is that TP (as administrator of the Scheme) and the DfE (as manager of the Scheme) respectively failed to award her incapacity benefits from 1 October 2006. The Pensions Ombudsman’s determination and short reasons The complaint should be u …

Mr Roberts disagrees with the decision that he was not eligible to join the Scheme The Pensions Ombudsman’s determination and short reasons Mr Roberts was eligible to join the Scheme from August 2001. DETAILED DETERMINATION Material Facts In …

Mr Roberts is unhappy with the way Countrywide has handled his claim for his benefits to be paid on grounds of triviality. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Countrywide because they initially misinformed Mr Roberts that he was not …

Mr Weedon says he transferred his personal pension plan from Scottish Widows to Friends Provident on 16 March 2006 based on an incorrect illustration. The Pensions Ombudsman’s determination and short reasons The compl …