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Complainant:
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Outcome:
Respondent:
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Date:

Ombudsman’s Determination

Outcome

Mr F’s complaint is upheld and to put matters right the Trustee of IMC Pension Scheme shall within 14 days of the date of this Determination confirm to Rowanmoor his agreement to the release of the balance of Mr F’s funds. If Mr D fails to do so then Rowanmoor shall, as Trustee, authorise the payment to Mr F.

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

Complaint summary

Mr F has complained that the Trustee has refused to authorise the release of the balance of his fund in the Scheme.

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Principal Civil Service Pension Scheme (PCSPS) Civil Service Injury Benefit
Scheme (CSIBS) (PO-22618)

Complainant:
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Ombudsman’s Determination

Outcome

Mrs S’ complaint is upheld and to put matters right MyCSP and the Cabinet Office shall pay interest on backdated injury benefit payment.

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

Complaint summary

Mrs S’ complaint against MyCSP and Cabinet Office concerns their decisions not to award interest on her injury allowance arrears paid under CSIBS.

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Medusa Pension Scheme (PO-19497)

Complainant:
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Ombudsman’s Determination

Outcome

Miss D’s complaint is upheld and to put matters right, Mr SD shall (1) make a fresh decision in relation to distribution of death benefits under the Scheme and (2) pay Miss D £500 in respect of significant distress and inconvenience.

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

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CC Stark Ltd Retirement Benefits Scheme (PO-17129)

Complainant:
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Ombudsman’s Determination

Outcome

Miss S’s complaint is upheld, and to put matters right Isure shall pay Miss S the lump sum death benefit arising under the Scheme in respect of the late Miss N, and also pay Miss S £1,000 for her serious distress and inconvenience. Isure shall also reimburse Miss S for any tax charge she may incur because of late payment.

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

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Curtis Banks Giant SIPP (PO-17453)

Complainant:
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Ombudsman’s Determination

Outcome

Mr L’s complaint is upheld and to put matters right Giant shall pay Mr L £2,381.40. in respect of contributions that it failed to transfer into Mr L’s SIPP and £500 for the significant distress and inconvenience which Mr L has suffered.

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

Complaint summary

Complaint against Giant

Mr L says Giant failed to:-

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Gala Coral Pension Plan (PO-20093)

Complainant:
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Ombudsman’s Determination

Outcome

Ms D’s complaint is upheld and to put matters right HFPL shall pay into Ms D’s pension arrangement with Royal London, such amount as is necessary so that her monies in that arrangement is of the same value that it would have been had £415,106 been paid into Ms D’s chosen investment on 8 December 2016, rather than £389,785 which was paid into a separate account and later transferred into her chosen pension arrangement.

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

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GKN Group Pension Scheme 2012 (PO-20080)

Complainant:
Complaint Topic:
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Ombudsman’s Determination

Outcome

Miss D’s complaint against GKN and the Trustee is upheld. GKN shall make its distribution decision afresh and pay Miss D £1,000 for serious non-financial injustice.

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

Complaint summary

Miss D has complained that GKN and/or the Trustee have failed to make a decision concerning the distribution of a lump sum death benefit in a proper manner.

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The YMCA Pension and Assurance Plan (PO-19687)

Complainant:
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Ombudsman’s Determination

Outcome

The Trustee’s complaint is upheld and to put matters right within 28 days of receiving a current payment schedule, detailing the contribution arrears total and ongoing contributions, HYMCA shall commence payment of the sums set out in the payment schedule.

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

Complaint summary

The Trustee’s complaint against HYMCA, concerns its failure to pay contributions to the Plan, as set out in the payments schedule sent to HYMCA in April 2017.

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Complainant:
Complaint Topic:
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Respondent:
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Date:

Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and, to put matters right, SJP shall pay him: (i) redress in respect of the lost units he has identified; (ii) interest from date of surrender to date of payment; and (iii) £500 in respect of significant distress and inconvenience.

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

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Local Government Pension Scheme (PO-19673)

Complainant:
Complaint Topic:
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Ombudsman’s Determination

Complaint summary

The Estate’s complaint against the Council is brought by the late Mrs N’s husband, Dr Y. Mrs N had been approved for ill health retirement benefits, however she passed away as an active member of the Scheme shortly before her employment with the Council was terminated. Consequently, a lesser death grant was paid to Dr Y. The complaint concerns the leaving date set by the Council after it awarded Mrs N ill health retirement benefits.

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