Mr Bowness’ complaint is that Mr Glover failed to ensure that rent on a property owned by the Scheme was paid into the Scheme account. Mr Bowness says that in consequence he is unable to take the retirement benefits to which he should be entitled. The Pensions Ombudsman’s determination and s …

Mr Ryan has complained about Zurich taking too long and failing altogether to forward HMRC rebates to his new provider. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Zurich because: They did not forward a rebate on in good time; anothe …

Mr McGovern disagrees with the decision not to pay his deferred benefits early on the grounds of ill health. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the L …

The complaint has been brought on behalf of Mrs Parizad. The complaint is that the Trustees failed to inform those acting for her that there was a two year time limit for the payment of a lump sum death benefit payable on the death of her sister. Payment was not made within the two years and …

Mr Grayson complains that: a late retirement factor is not being applied to his preserved benefits; the internal dispute resolution procedure is flawed. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Trustees because: the trustees i …

Mr Smith has complained about being assured by AEGON that his Scheme pension was about £3,000 higher each year than his actual entitlement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against AEGON because Mr Smith relied on the flawed information …

Mr Woodall complains that he was improperly refused an incapacity pension. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Automobile Association Limited because it did not fully comply with the requirements of the Scheme Rules when it considered Mr Woodall’s ap …

Essentially, Sir Peter Gershon’s complaint is that James Hay (as trustee and administrator of the Plan) and Fidelity (carrying out an act of administration in relation to the SIPP) delayed the completion of an investment instruction. The Deputy Pensions Ombudsman’s determination and short re …

Mr Scholes complains that delays caused by James Hay and Zurich led to a reduction in the transfer value of his self invested pension plan. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against James Hay because it con …

IGE (USA) Pension Trustee Limited (the Trustees) the Trustees of the GE Pension Plan (the Plan) and Pensions & Benefits Services Limited (PBSL) , the administrators of the Plan incorrectly advised Mr Jansen of the deadline to respond and having missed the deadline th …