Mr Smith’s complaint is that his benefits in respect of his membership of the Eagle Trust PLC 1998 Pension Scheme (the Eagle Trust Scheme) were mislaid when he joined the Somers Clarkes 1991 Pension Scheme (the Somers Clarkes Scheme) The Pensions Ombudsman’s determin …

Mr & Mrs Freud disagree with the Trustee as to the treatment of two Norwich Union policies (FEP953096 & PX73571) which they believe provide them with money purchase benefits and were, in effect, a scheme within the Scheme. They take the view …

Mr Sheach complains that the transfer of his stakeholder pension with AVIVA into the Scheme resulted in an unexpected reduction in the compensatory added years provided by North Lanarkshire. The Pensions Ombudsman’s determination and short re …

Mrs Scott complains that she was refused temporary injury benefit. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Department of Finance and Personnel because it did not properly consider Mrs Scott’s application …

Mr Thomson disagrees with the way his retirement benefits have been calculated. In particular, Mr Thomson asserts that: the reason for his retirement was the deterioration in his health; the pension he received was inf …

Mr Sweeney complains of maladministration by the causing a transfer of benefits from Lincoln to the Scheme to be unduly delayed and resulting in financial loss to him. The Pensions Ombudsman’s determinatio …

Mr Sprawson complains that payment of his transfer value was improperly delayed, and as a result he suffered a financial loss. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mercer Limited and BlackRock Pensions Limite …

Mr Cooper has complained that Enterprise, as the Employer, and LBBD, as Administering Authority of the LGPS, have incorrectly declined his application for early payment of his deferred benefits on the grounds of ill-health. The Pensions Ombud …

Mr Coleridge returned an application for a Hornbuckle Mitchell Flexible Income Pension Plan (FIPP) After receiving the tax free cash lump sum, there was a delay before Hornbuckle Mitchell offered an annuity. When they did it was not in line with what Mr Coleridge was expecting. Mr Coleridge …

Mr Philips says that he suffered financial loss as a result of delays caused by Windsor Life in transferring his plan to an alternative provider. He says that Windsor Life delayed providing a valuation statement and transfer forms, then having once received his instr …