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Local Government Pension Scheme (77278/2)

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Mr Longworth complains that the Council, SPF and SPPA have improperly refused him early retirement on ill-health grounds. The Deputy Pensions Ombudsman’s determination and short reasons The co …

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Optima 2 Pension Scheme (75903/1)

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Mrs Lane’s complaint is that Odeon and/or the Administrator provided her with incorrect information about the benefit she would receive from the Scheme which the Trustee now refuses to honour. The Pensions Ombudsman’s …

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Workhead Limited Employee Benefits Plan (78972/2)

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Mrs Crosby complains that Windsor Life did not provide her with a retirement quotation on a timely basis before her Selected Retirement Date (SRD) of 25 August 2008, her 60th birthday. As a consequence of this failure, she says that she has n …

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Artemis (Closed) Pension Plan (76726/2)

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Mr Sheppard ‘s principal complaint is that the Trustees and Artemis have wrongly refused to award him an early retirement pension due on his redundancy. He also complains that: Artemis failed to draft the Scheme Rules correctly; failed to inf …

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Police Pension Scheme (74315/3)

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Mr Lambden has complained that his service was overstated and so he believed he could draw his pension at age 50. The Pensions Ombudsman’s determination and short reasons The complaint should be partly upheld against the Authority because Mr Lambden was caused significant distress and inconv …

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Mr Lale complains that the Authority, as administrator: wrongly calculated his deceased’s wife’s pension benefits in accordance with the rules for a deferred pensioner rather than for an active member; provided incorrect information which he and his deceased wife relied on to their detriment …

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Mr Phillips alleges that AVIVA and James Hay delayed in effecting a transfer of funds from his Norwich Union SIPP to the James Hay SIPP between April and October 2008. As a result, Mr Phillips …

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Mr Cloke alleged that AVIVA and James Hay delayed in effecting a transfer of funds from his Norwich Union SIPP to the James Hay SIPP between April and October 2008. As a result, Mr Cloke claim …

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Local Government Pension Scheme (78739/3)

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There are five parts to Mrs Dobbs’ complaint against the Council: they have failed to provide proper evidence of how her final salary for pension purposes was calculated; they made a number of errors when calculating her retirement benefits; they made improper deduct …

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Scottish Life Personal Pension Scheme (77402/1)

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Mr Windmill is in dispute with Scottish Life and complains that its actions have caused him injustice as it: wrongly set up an income drawdown policy; wrongly restructured the policy without notice to him and; wrongly reduced the amount of income he was to receive. He disagrees with Scottish Life’s reasons for takin …

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