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 …

Mr Cryer complains about a delay in transferring his entitlement fr …

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 …

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 …

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 …

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 …

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 …

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 …