Mr Gregory complains that when he transferred from the Mott MacDonald Defined Contribution Plan (MM DC Plan) to the Mott MacDonald GPP, Friends Life failed to explain that his transfer value would be invested in accordance with his ongoing monthly contributions and would not replicate his existing underlying investmen …

Mr Dunne complains that the Trustees have overpaid his pension benefits and have commenced recovery of the overpaid sums. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld because Mr Dunne has chan …

Mr Mensah has complained that his eligibility for ill health retirement has not been properly assessed. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Service Personnel and Veterans Agency because they had insufficient, clear evidence upo …

Mrs Barrow disagrees with Capita seeking recovery of one third of an overpayment. She is claiming that she changed her position in reliance on the extra income. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Capita because Mrs Barrow did rely on the overpayment to cha …

Subject

Miss Blakey’s complaint is that she has been refused the early release of her pension benefits on grounds of ill health.

The Deputy Pensions Ombudsman’s determination and short reasons

The complaint should be upheld against the Authority because there has not been a proper assessment of Miss Blakey’s incapacity as there are too many shortcomings in the Scheme’s Medical Advisor’s reports for the Authority to have reasonably accepted their Medical Advisor’s opinion and turned down Miss Blakey’s application.

Subject

Dr Kochan has complained that the NHS BSA have not assessed her eligibility for a permanent injury benefit in a proper manner.

The Pensions Ombudsman’s determination and short reasons

The complaint should be upheld against the NHS BSA because they have not taken all relevant matters into account when considering Dr Kochan’s eligibility for a permanent injury benefit.

Subject

Mrs Hudspith complains that Sunderland City Council, the employing authority refused to award an ill-health pension at first and following further applications, they refused to award tier 1 or tier 2 benefits.

The Deputy Pensions Ombudsman’s determination and short reasons

Subject

Mr Hughes’ complaint against WYPA, the Scheme’s administrating authority is about their review of his injury benefit award.

The Deputy Pensions Ombudsman’s determination and short reasons

The complaint should be upheld against WYPA because:

• WYPA failed to provide adequate information to Mr Hughes about the possibility that his injury benefit might be reviewed; and failed to consider correctly a request for a further review.

Subject

Mr Carter complains that he did not receive an “in service” death benefit from the Scheme on the death of his wife, Mrs Carter. Mr Carter also says that Mrs Carter should have been advised that she could take her normal retirement benefits when her pay was reduced to zero in January 2012.

The Deputy Pensions Ombudsman’s determination and short reasons

The complaint should not be upheld against TP because:

Subject