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TPR Executive Pension Scheme (PO-4827)

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Complaint summary

Mr Evans complains that his fellow trustee, Mr Robert Evans, has failed to co-operate with requests to sign a form which would enable him to transfer his pension benefits to another company.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld against Robert Evans because:

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Principal Civil Service Pension Scheme (PO-5121)

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Complaint summary

Miss Dando has complained that MyCSP and the Cabinet Office have refused to pay a serious ill-health commutation lump sum from the Scheme to her late mother’s estate.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld against MyCSP because but for their maladministration, Miss Dando’s mother’s application to commute her pension on grounds of serious ill-health would have been processed before her death.

 

 

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Local Government Pension Scheme (PO-4464)

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Complaint summary

Mrs O’Connor has complained that her eligibility for ill health retirement under Regulation 20 of the LGPS (Benefits, Membership and Contributions) Regulations 2007 was not properly considered by BWDBC.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld against BWDBC because they failed to consider whether Mrs O’Connor should receive benefits under Regulation 20 in April 2011 in a proper manner.

 

 

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Armed Forces Pension Scheme 2005 (PO-7169)

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Complaint summary

Mr K has complained that his eligibility for Tier 2 benefits under Rule D.6 of the AFPS 05 Rules has not been considered properly.

Summary of the Ombudsman’s determination and reasons

The complaint should be upheld against Veterans UK because they relied on a report from their medical adviser when it was not clear that he had correctly interpreted Rule D.6.

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AXA Retirement Wealth Account (PO-2447)

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  • Mr Burton complains that he has suffered a financial loss because:
  • St James’ Place did not pay the transfer value available from his drawdown pension plan with them into the Plan on a timely basis; and
  • AXA did not invest the transfer value as soon as possible.
  • He contends that it was unreasonable for:
  • St James’ Place to take eight working days to send the transfer payment once they informed AXA that they would be using the Clearing House Automated Payment System (CHAPS) method to do s

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Principal Civil Service Pension Scheme (PO-2865)

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Mr Mayes-Wright complains that Capita, the paying authority for the Scheme, have allowed an overpayment of his pension to accrue due to no fault of his own.  He would like the overpayment to be reduced by significantly more than the existing offer of £500.

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Police Pension Scheme (PO-4078)

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Complaint Summary

Mr Kilgallon has complained about the way WYPA handled his claim for an injury benefit. He says that they unlawfully reduced his injury benefit based on a flawed Home Office circular 46/2004 for a period of 12 months. He complains about the way WYPA implemented the reduction. He also says that they have not offered him adequate compensation for the distress and inconvenience caused to him by their error and for the costs he has incurred in pursuing his complaint.

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Contract Catering Consultants Limited Staff Retirement and Death Benefit
Scheme (PO-1145)

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Complaint summary

Mr Forrest has complained against the Scheme Trustees and Mr Trace the sole director of CCCL for failing to ensure that contributions were paid over to the Scheme on his behalf.

Summary of the Ombudsman’s Determination and reasons

The complaint should be upheld against Mr Trace personally because he was effectively acting as a Scheme administrator and was responsible for the non-payment of contributions on behalf of Mr Forrest to AEGON, the Scheme provider.


 

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