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 …

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 …

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 …

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 …

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 …

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 …

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 …

Respondents. Lothian Pension Fund (Lothian). Mr A says that Lothian repeatedly sent him incorrect information regarding his deferred pension benefits under the Scheme, in particular that they were payable from age 60 and included a tax free cash sum. He says that he relied on this information to his detriment and claims financial loss of £14,8

Mr Ashpole is complaining about Aegon as the managers of the SIPP because of the delay in processing his transfer to Alliance Trust. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be partially upheld because the delay caused Mr A …

Mr Middleton alleges that delays incurred by Seymour Mullens, the Fund adviser, in undertaking administrative tasks relating to the transfer of his share of the Fund assets to another pension arrangement have resulted in a significantly lower amount being transferred …