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RBS Retirement Benefit Plan (PO-18043)

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Ombudsman’s Determination

Outcome

Miss H’s complaint against the Trustee is partly upheld, but there is a part of the complaint I do not agree with. To put matters right, for the part that is upheld, the Trustee should pay Miss H £500, for the significant distress and inconvenience she has experienced.

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SPS Technologies UK Pension Plan (PO-26311)

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Ombudsman’s Determination

Outcome

I uphold Mr L’s complaint in part, in respect of the serious distress and inconvenience caused to Mr L by Capita’s maladministration.

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Mercedes-Benz UK Pension Scheme (CAS-29562-B7J7)

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Ombudsman’s Determination

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Mr L’s complaint against the Trustee is partly upheld, but there is part of the complaint I do not agree with. To put matters right, for the part that is upheld the Trustee shall increase its award to £1,000 for the serious distress and inconvenience caused to Mr L.

Complaint summary

Mr L complained that his pension is considerably lower than he was told it would be due to a calculation error made by the Scheme’s previous administrator.

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West Yorkshire Pension Fund (CAS-29960-F8R8)

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Ombudsman’s Determination

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Mr M’s complaint against the University is partly upheld. To put matters right, for the part that is upheld, the University shall pay Mr M £1,000 for his serious distress and inconvenience. Mr M’s complaint against the Council is not upheld.

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Reassure Personal Pension Plan (PO-21509)

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Ombudsman’s Determination

Outcome

Dr Y’s complaint against ReAssure is partly upheld, but there is a part of the complaint I do not agree with. To put matters right for the part that is upheld, ReAssure shall pay Dr Y £1,000 for the serious distress and inconvenience this matter has caused him.

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Sears Retail Pension Scheme (PO-26402)

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Ombudsman’s Determination

Complaint Summary

Mrs A’s complaint against the Trustees and the Administrator is about a delay providing her with a revised cash equivalent transfer value (CETV) quotation.

Summary of the Ombudsman’s Determination and reasons

The complaint should upheld against the Administrator because it took too long to provide an invoice in respect of a second CETV upon Mrs A’s request.

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Local Government Pension Scheme (PO-28251)

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Ombudsman’s Determination

Outcome

Ms N’s complaint against SPPA and FPF is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) FPF should award Ms N £1,000 for the serious distress and inconvenience it caused her.

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House of Fraser Pension Plan (CAS-35520-B9T1)

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Ombudsman’s Determination

Outcome

Mrs S’ complaint against the Trustee and Equiniti is partly upheld. To put matters right (for the part that is upheld) the Trustee shall pay Mrs S £500 for the significant distress and inconvenience she has experienced.

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Ombudsman’s Determination

Outcome

Miss K’s complaint against the Hospital is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) the Hospital shall pay £500 to Miss K for the non-financial injustice she has experienced.

Complaint summary

Miss K’s complaint concerns the information she was given in the run up to her retirement. Miss K says that she was given misinformation which led her to retire. She contends that this irreversible decision has limited her future income.

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Ombudsman’s Determination

Complaint Summary

Mrs E’s complaint concerns what NHS BSA has termed an overpayment of her pension benefits; it is seeking the return of these funds.

Mrs E does not consider that she has been overpaid and has alluded to an agreement with her former employer regarding the payment of these benefits.

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