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 …

Mr Banks says that both the Trustees and Countrywide delayed the transfer of his benefits to his new providers, because they prioritised a bulk transfer of the Scheme membership. When his transfer was eventually completed his fund value had d …

Mr Jaszczyk complains that East Riding of Yorkshire Council (ERYC) his former employer and the administering authority in relation to the Scheme, wrongly turned down his application for early payment of the Scheme benefits on compassionate grounds and also did not deal with it on a timely ba …

Mr Dias-Jayasinha claims that Prudential’s failure to contact him before his 75th birthday led to him missing out on taking the 25% tax free cash sum from one of his personal pension policies under the Scheme. His wife is representing him in this matter. The Pensions Ombudsman’s determination and short reasons The c …

Mr Sadler’s complaint against the SPVA and MoD centres on the payment of the death benefits from the RFPS in respect of his son, Mr J Sadler. In particular, he says t …

Mrs Cutts’ complaint is that she has not been provided with retrospective membership of the Scheme for the period 1 June 1979 to 31 August 1983 as directed by an Employment Tribunal. The Pensions Ombudsman’s determination and short reasons The complaint should be uph …

Reviewable Matter

1. The Board’s calculation of the pension protection levy (the levy) for the Scheme:

• in respect of the period 1 April 2008 to 31 March 2009, as set out in the invoice to the Trustee dated 26 September 2008; and
• in respect of the period 1 April 2009 to 31 March 2010, as set out in the invoice to the Trustee dated 16 October 2009.

Mrs Irwin has complained that, in his role as Scheme trustee, Mr McKeever has behaved unreasonably, been obstructive and charged excessive fees. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mr McKeever because in some respects his actions we …

Miss Smith complains about the way in which West Midlands dealt with the review of her Injury Benefit in 2008, and the eventual decision given by the Police Medical Appeals Board (PMAB) The Deputy Pensions Ombudsman’s determination and short reasons The complaint sho …

Mr Cowey complains that: He received payment of two annuities and pension lump sums late. Windsor Life failed to respond to communications or complaints. Windsor Life have paid incorrect figures; Windsor Life has paid significantly less than he was quoted. The Deputy Ombudsman’s determination and short reasons The c …