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Sun Life Flexible Pension Plan (CAS-30346-L9M7)

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Ombudsman’s Determination

Outcome

Mr N’s complaint is partially upheld and to put matters right Aviva shall, within 21 days, pay Mr N £500 in respect of the significant distress and inconvenience he has suffered.

Complaint Summary

Mr N has complained that Aviva has not allowed him to continue the life assurance benefit in the Plan beyond his selected retirement date despite being informed that this would be possible.

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Principal Civil Service Pensions Scheme (PO-26765)

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Ombudsman’s Determination

Outcome

Mr T’s complaint against MyCSP and the Cabinet Office 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, MyCSP shall pay Mr T an additional £500 for the serious distress and inconvenience caused.

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Lloyds Bank Pension Scheme No. 1 (PO-27008)

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Ombudsman’s Determination

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I agree that part, but not all, of the complaint should be upheld. To put matters right for the part that is upheld the Trustee shall:

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Complainant:
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Ombudsman’s Determination

Outcome

Mrs N’s complaint against NHS BSA and Equiniti 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) Equiniti shall pay Mrs N £500 for significant distress and inconvenience caused.

Complaint summary

Mrs N complains that:

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Prudential Personal Pension Plan (CAS-30658-M2S8)

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Ombudsman’s Determination

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Mr R’s complaint against Prudential is partly upheld, but there is part of the complaint that I do not agree with. To put matters right, Prudential shall pay Mr R £500 in recognition of the significant distress and inconvenience that has been caused.

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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

Outcome

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

Outcome

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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