Ombudsman’s Determination

Outcome

Mrs S’ complaint is upheld, and to put matters right the Council shall reconsider her ill health early retirement (IHER) application. The Council shall also pay Mrs S £500 for the significant distress and inconvenience she has experienced.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs S’ complaint is about the tier of IHER pension she has been awarded.

Ombudsman’s Determination

Outcome

Mrs T’s complaint is upheld and to put matters right the Council shall reconsider her early retirement claim. It shall also pay Mrs T £500 for the significant distress and inconvenience she has experienced.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs T’s complaint is about the tier of ill health early retirement (IHER) pension she has been awarded.

Ombudsman’s Determination

Complaint Summary

Mr D has complained that Oracle (incorporating Sun Microsystems Limited (Sun)), his former employer, significantly underpaid his pension contributions into the Scheme:

Ombudsman’s Determination

Outcome

Mr Y’s complaint is upheld and Friends Life shall pay him £500 in respect of distress and inconvenience.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr Y has complained that Friends Life did not complete his transfer as requested. This resulted in a financial loss, which Friends Life have now calculated and paid into the Plan. Mr Y does not agree with the amount offered by Friends Life in acknowledgement of non-financial injustice.

Ombudsman’s Determination

Complaint Summary

Mr E has complained that BCC and the College are not willing to honour the pension which was promised to him when he agreed a severance package with the College on 16 September 2014.

Mr E says, but for these pension figures, he would not have accepted the severance package offered to him.

Summary of the Ombudsman’s Determination and reasons

The complaint should be upheld against the College because:-

Ombudsman’s Determination

Outcome

Mr M’s complaint is upheld and to put matters right the FBU should pay him a lump sum equivalent to the difference between the lump sum he was paid at retirement and the lump sum he would have received had the appropriate commutation factors been available at the time.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mr S’s complaint is upheld and to put matters right KTL should pay £1,000 compensation for the significant distress and inconvenience it caused.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mrs S’s complaint is upheld and to put matters right SRM should pay to the Plan £25,000 plus an amount representing the investment return that could reasonably have been obtained on that sum if it had been invested in the Plan in March 2016, and pay Mrs S £2,500 for her significant distress and inconvenience.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs S’s complaint is that SRM failed to pay contributions to the Plan for her as had been agreed.

Ombudsman’s Determination

Complaint Summary

Mrs N’s complaint, against the College, the School and TP is that she is unable to access her pension benefits from the Scheme which were accrued between 2001 and 2002 because there is no record of her 2001 election to join the Scheme.

Summary of the Ombudsman’s Determination and reasons

The complaint should be upheld against the College but not against the School or TP because:

Ombudsman’s Determination

Complaint Summary

Mrs T’s complaint, in her capacity as the executor of her late husband’s estate, is that Mr T was incorrectly refused ill health retirement when his employment ended in 2011.

Summary of the Ombudsman’s Determination and reasons

The complaint should upheld against the Council as it failed to make a properly informed decision on Mr T’s ill health application.