Skip to main content

Teachers’ Pension Scheme (78846/2)

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

Mrs Lawton complains that: Her employer, the Council, allegedly failed to process her ill-health early retirement application on a timely basis and submit it to Teachers’ Pensions by 5 January 2007. As a consequence o …

View determination

Download

Related decisions

Standard Life Appropriate Personal Pension Scheme (79779/2)

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

Ms Hogestijn complains that Standard Life should have paid her the lump sum arising on the death of her ex-husband. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Standard Life because it paid the lump sum without making adequate enquiries. DE …

View determination

Download

Related decisions

Continental UK Group Holdings Ltd (79771/1)

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

Mr Moore complains about the decision reached to reject his application for ill health early retirement. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Principal Employer because it …

View determination

Download

Related decisions

Norwich Union Retirement Annuity Plan (75645/2)

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

Mrs Ioannou says that Aviva failed to make the appropriate checks to ensure that the benefits under the Plan were paid to her father and that as a consequence his estate was reduced on his death. The Pensions Ombudsman’s determination and short reasons The complaint …

View determination

Download

Related decisions

Norwich Union SIPP Client Number 96747 (78530/1)

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

Essentially, Mr Richards’ complaint is that AVIVA: failed to fully comply with his instructions given on 19 June 2008 to switch all the investments held in both the “pre-retirement” and “post-retirement” pension portfolios of the Plan into the Cash fund; having paid the maximum tax free cash lump sum of £12,258 from …

View determination

Download

Related decisions

Calder Group (2001) Pension Scheme (27510/3)

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

Mr Harris complains that Calder and the Trustees: failed to take into account subsistence payments in his final pensionable earnings (FPE) for the purposes of calculating his retirement benefits; and reduced his early …

View determination

Download

Related decisions

NPI Retirement Annuity Contract Zurich Personal Pension (78660/2)

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

Mr Lloyd has complained that as a result of his instructions not being followed, his pension transfer was processed too soon and as a consequence the available fund value was reduced. The Pensions Ombudsman’s determination and short reasons The complaint should be up …

View determination

Download

Related decisions

RC Warren Packers Ltd Retirement Savings Plan (78842/2)

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

Mrs White considers that the lump sum death benefit and dependant’s pension paid to her from the Plan on the death of her husband, Mr William White, have been incorrectly calculated. In particular, she says that the b …

View determination

Download

Related decisions

L&F Jones Holdings LTD Retirement and Death Benefits Scheme (the Friends Providents CIMP)and L&F Jones Holdings Group Endowment Assurance Scheme (the Pearl CIMP) (72771/5)

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

Mr Jones alleges that Alexander Forbes, in …

View determination

Download

Related decisions

Subscribe to Upheld