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Teachers’ Pension Scheme (82885/1)

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Mr Briggs complains that Teachers’ Pensions and the Department for Education (DfE) require recovery of an overpayment as a result of his pension being an “age related” award (Age Benefits) although he applied for, and was told he had been awarded, actuarially reduced …

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Mr Wilson has complained that the Trustee and JLT provided incorrect information and incomplete transfer values and failed to keep adequate records of his AVC. As a consequence, Mr Wilson says that his transfer was not completed in a timely manner. The Deputy Pension …

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The Tarmac UK Pension Scheme (85218/1)

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Mrs Hendry, Mr Hendry’s widow, complains that the Trustee did not involve her in the gathering of evidence prior to deciding how Mr Hendry’s lump sum death benefit should be distributed. In consequence she says that the decision should be reconsidered. The Deputy Pen …

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Baz-Roll Products Ltd (1977) Retirement Benefits Scheme (81051/2)

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Mr Malandrinos’ complaint is that the Scheme should have been wound up when he retired in 1990 and his benefits secured by the purchase of a policy in his sole name rather than in the name of the trustees of the Scheme. Had this been done the surplus which has since built up under the Scheme …

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WBB Minerals Final Salary Pension Scheme (82933/1)

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Ms C has complained that the Trustee has not calculated her deferred pension by reference to the whole of her final year’s gross earnings, including bonus payments. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Tr …

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Life Assurance Holding Corporation Limited Number Four Private Retirement
Trust (the Unapproved Scheme) (81808/2)

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Mr Yates does not agree with the Company’s interpretation of the provisions of the Unapproved Scheme as to how his pension is to be calculated with regard to the treatment of a service credit and augmentation. He also argues that the Unapproved Scheme permits retirem …

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Teachers’ Pension Scheme (81770/1)

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Mr Verity complains that Teachers’ Pensions: failed to provide adequate literature to him clearly explaining the abatement rules applying when a Scheme member retires partway through a financial year; incorrectly apportioned his salary of reference when assessing whether his TPS pension should be abated following hi …

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Civil Service Injury Benefit Scheme (83366/1)

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Miss Jobling disagrees with the Cabinet Office’s decision not to award her with injury benefit on the grounds that she was not on Detached Duty at the time she suffered her injury. The Pensions Ombudsman’s determination and short reasons The complaint is upheld because Miss Jobling suffered …

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HSBC Bank (UK) Pension Scheme (78394/5)

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Mrs Ward complains that the Trustees have wrongly refused to pay her a deferred pension in excess of her Equivalent Pension Benefit (EPB) from the Scheme on normal retirement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld aga …

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BL City Estates Limited Pension and Life Assurance Scheme (83004/1)

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Mr Seager’s complaint against Legal & General, British Land, the Trustees and JLT Benefit Solutions concerns the revaluation rate that he was …

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