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 …

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 …