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Standard Life Staff Pension Scheme (PO-19153)

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Ombudsman’s Determination

Outcome

Mr L’s complaint is upheld, and to put matters right, the Trustees shall pay Mr L the sum necessary to compensate him for the number of units Mr L would have purchased had his transfer been made no later than 25 April 2017.

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

Complaint summary

Mr L has complained that he was provided with incorrect and misleading information regarding his statutory right to transfer.

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Ombudsman’s Determination

Outcome

Mrs S’ complaint is upheld and to put matters right NHSBSA shall re-assess whether she is eligible for Special Class Status (SCS). NHSBSA should also pay Mrs S £1,000 for the serious distress and inconvenience she has suffered.

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

Complaint summary

Mrs S has complained that her SCS has been removed. This means if she chooses to retire at age 55, her pension will be subject to an early retirement reduction.

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NHS Injury Benefit Scheme (PO-25817)

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Ombudsman’s Determination

Complaint Summary

Dr T has complained that his application for a Temporary Injury Allowance (TIA) was not considered correctly.

Summary of the Ombudsman’s Determination and reasons

The complaint should be upheld against NHS BSA because it reached a perverse decision as to whether Dr T had contracted a disease which was wholly or mainly attributable to his employment or the duties of his employment.

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The Maxwell Drummond Group Pension Scheme (PO-20909)

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Ombudsman’s Determination

Complaint Summary

Mrs Y’s complaint against SW is about its decision to distribute death benefits under the Scheme. She believes it followed the wrong process and made the wrong decision.

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Teachers’ Pension Scheme (PO-19018)

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Ombudsman’s Determination

Complaint summary

The complaint against the School, the Council and TP is brought by the late Mrs S’ husband (Mr S) on behalf of the Estate and concerns Mrs S being given a benefit statement prior to her death stating that an in-service death grant of £114,830.70 would be payable. However, after Mrs S passed away an out of service death grant of only £18,703.62 was paid. The complaint also concerns the School’s actions at the point where Mrs S exhausted her sick pay and left pensionable service.

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Scottish Amicable OmniPension Plan (PO-23318)

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Ombudsman’s Determination

Outcome

Mr K’s complaint is upheld and to put matters right, Prudential shall pay £1,000 to Mr K in respect of the serious distress and inconvenience caused.

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

Complaint summary

Mr K has complained that Prudential is at fault for not keeping him informed of the value of his benefits within the Plan.

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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)

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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)

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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)

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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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