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Local Government Pension Scheme  (PO-12389)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mrs N’s complaint and no further action is required by the Council.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs N’s complaint is that she has been refused Tier 1 ill health pension benefits.

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Aviva Personal Pension Plan – Lifetime SIPP (PO-12586)

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Ombudsman’s Determination

Outcome

I do not uphold Ms S’ complaint and no further action is required by Aviva and Hartley.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Ms S has complained that Aviva made an unauthorised transfer of her funds in the Plan to Hartley, following Hartley’s request. She says she did not give her consent for the transfer to take place, and does not consider it appropriate that Hartley will deduct administration fees if the funds are returned to Aviva.

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Babcock International Group Pension Scheme (PO-15051)

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Ombudsman’s Determination

Outcome

I do not uphold Mrs M’s complaint and no further action is required by Aon and Babcock.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs M has complained that her late husband Mr M received incorrect information from Aon about the form of authority it required to disclose his Scheme benefits to other parties, and Aon also delayed in dealing with the request for his cash equivalent transfer value (CETV) and lump sum values.

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Teachers’ Pension Scheme (PO-14776)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by the Council or TP.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr N has made a complaint against the Council and TP for their failure to provide him with his retirement options as he was approaching his normal pension age (NPA), which was his 60th 

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Jaguar Land Rover (PO-11991)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by the Trustee.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr N has complained about the revaluation rate to be applied to an element of his pension, which he says is not in accordance with the information he received from the Scheme.

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Principal Civil Service Pension Scheme (PO-9026)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Ms N’s complaint because Cabinet Office recognised what had gone wrong and made what I consider to be an adequate award at the conclusion of the IDRP process.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Ms N has complained about the delays and poor service she experienced when seeking the immediate payment of her pension benefits.

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Firefighters’ Pension Scheme (PO-15728)

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Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by the Employer.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr R’s complaint is that, due to misinformation from the Employer, he was incorrectly led to believe that he could retire from 2019.

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Suffolk Life Master SIPP (PO-17547)

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Ombudsman’s Determination

Outcome

I do not uphold Mr T’s complaint and no further action is required by Suffolk Life

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr T’s complaint concerns the relationship between Suffolk Life and iDealing. Mr T says that he has had to undertake 10 hours of “financial advisor type work” to understand the issue between the two, which he calculates as £100 per hour.

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Local Government Pension Scheme (PO-11453)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Ms T’s complaint and no further action is required by GMAC or the Council.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Ms T complains that the benefits she is receiving from the Scheme are not in line with the benefits she understood she would receive.

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Yule Catto Group Retirement Benefits Scheme (PO-17430)

Complainant:
Complaint Topic:
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Ombudsman’s Determination

Outcome

I do not uphold Miss N’s complaint and no further action is required by the Trustees.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Miss N has complained because she has not been granted a spouse’s or dependant’s pension from the Trustees.

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