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 …

Mr Speed complains, as a member, that two of his fellow trustees, Messrs Burrell and Salter, are preventing him from receiving his full retirement benefits from the Scheme by refusing to accept the Rules of the Scheme a …

Mr Lee has complained that he relied on incorrect information provided by Aviva as to the level of benefits he would receive on retirement in deciding to take voluntary redundancy. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Aviva to the e …

Mr Richards says that James Hay conducted a post A-Day Conversion Review of his income drawdown arrangement after 6 April 2006, but before he made his annual income withdrawal in June 2006. The effect of this was that he used a greater proportion of his Standard Life …

Mrs Dipple has complained that her late husband was not told that, by taking his pension whilst continuing to work, he would not be eligible for death in service cover. The Pensions Ombudsman’s determination and short reasons The …

Mr Myers complains that alleged delays on the part of Capita in effecting a transfer of the Plan benefits available to him have resulted in a significantly lower amount being transferred to James Hay. He also claims that he has suffered distr …

Dr Dhumale complains that he was incorrectly informed by NHS Pensions that he would not be subject to the earnings cap and that he has relied on that incorrect information to his financial detriment. The Pensions Ombudsman’s determination and short reasons The complaint against NHS Pensions should be partly upheld b …

Miss Nicolson complains about the recovery of an overpayment of her pension from the Scheme. In particular, she says: TP had sufficient information from her, and her employer, to deal with circumstances properly; TP gave her incorrect information in their letter date …