Mr Shannon complains that AEGON delayed in transferring funds from the Scheme to his employer’s pension fund. As a result he considers he has suffered a loss because the transfer value actually paid was less than he anticipated. He is looking to AEGON to make up the …

Mr Crossan complains that: the death benefit was paid to the wrong person; the trustee’s handling of his complaint was inadequate. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against UGC Pension Trustees Limited because: it made payment with …

Mr May’s complaint is that Prudential switched his Plan’s unit holding into a Cash Fund in March 2009 without his agreement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Prudential because th …

Dr Karmarkar says: Standard Life failed to follow his instructions to invest part of his AVCs in the Sterling One Fund in the lead up to his retirement; Standard Life failed to provide JLT with the fund value; and Sta …

Miss Kemp says that following the death of her son on 21 September 2009, SPVA incorrectly recognised his former girlfriend (Miss R) as a surviving adult dependant under the terms of the Armed Forces Pension Scheme Ord …

Mr Gardner says that the Authority reached a perverse decision when it refused to grant him an ill health early retirement pension under the Regulations. He says that the Authority caused undue delays to the process and was driven by targets to reduce the number of i …

Mrs Hopwood says that Windsor Life failed to make an annual income drawdown payment from the Plan in November 2008, and again failed to make the payment when she requested them to in February 2009. This impacted on the payment of her Open Mar …

Miss Foster was incorrectly informed by NHS Pensions that she could carry on contributing to the Scheme despite reaching the maximum 45 years pensionable service. She was told that she would benefit from a higher final pay figure at retirement. The Deputy Pensions Om …

Mr and Mrs Hercberg’s complaint is against the Council as the administering authority of the West Midlands Pension Fund. Following the death of their son, the Council decided that death benefits should be divided between them and their son’s …

Mrs Leehane’s complaint is that SPFO failed to inform her of the full effect that re-employment within local government would have on her Compensatory Added Years (CAY) pension and lump sum awarded on her retirement in 1997. The Pensions Ombudsman’s determination and …