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Pearl Staff Group Pension Scheme (PO-18030)

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Ombudsman’s Determination

Outcome

I do not uphold Mrs S’ complaint and no further action is required by First Actuarial.

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

Complaint summary

Mrs S says First Actuarial unreasonably delayed the transfer out process. But for the delay, her total transfer payment would have been £3,722 higher.

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Tailsman Personal Pensions Plan (PO-18017)

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Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr T’s complaint is that RL reduced the terminal bonus payable under the Plan.

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Teachers’ Pensions (PO-15719)

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Ombudsman’s Determination

Outcome

I do not uphold Dr N’s complaint and no further action is required by TP.

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

Complaint summary

Dr N was in receipt of a spouses’ pension which ceased in November 2016, when he informed TP that he was remarried. TP has requested repayment of an overpayment that occurred from 7 July 2010, the date Dr N remarried, up until the pension was stopped in 2016.

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NOW: Pensions Trust (PO-12571)

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Ombudsman’s Determination

Outcome

I do not uphold Mr K’s complaint and no further action is required by NOW.

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

Complaint summary

Mr K has complained about a £363 reduction in the value of his pension after it was transferred into the Plan in 2015. He believes this value change is as a result of an undisclosed transfer-in charge from NOW.

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Local Government Pension Scheme (PO-17806)

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Ombudsman’s Determination

Outcome

I do not uphold Mrs S’ complaint and no further action is required by Wirral Council.

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

Complaint summary

Mrs S has complained that Wirral Council, the administering authority, have said she is not able to take her benefits as a trivial commutation payment in accordance with the de minimis rules.

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Bank of England Pension Scheme (PO-17590)

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Ombudsman’s Determination

Outcome

I do not uphold Ms D’s complaint and no further action is required by the Bank or the Trustees.

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

Complaint summary

Ms D has complained because she is dissatisfied with the way her spouse’s pension has been calculated.

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NHS Pension Scheme (PO-13970)

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Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mr N’s complaint is that NHS BSA have refused his application for Permanent Injury Benefit (PIB).

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NHS Pension Scheme (PO-11401)

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Ombudsman’s Determination

Outcome

I do not uphold Dr E’s complaint and no further action is required by NHS BSA.

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

Complaint summary

Dr E’s complaint against NHS BSA is about the difference between the figures quoted to her on 15 June 2011 (the June 2011 quotation) for early retirement, and the figures put into payment on 6 February 2013, which were much lower.

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NHS Pension Scheme (PO-11849)

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Ombudsman’s Determination

Outcome

I do not uphold Mr H’s complaint and no further action is required by NHS BSA

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

Complaint summary

Mr H complains that NHS BSA has committed a series of errors in relation to his benefits under the Scheme. He believes that the combination of these errors has resulted in him suffering a financial loss.

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Medical Research Council Pension Scheme (PO-13536)

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Ombudsman’s Determination

Outcome

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

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

Complaint summary

Mrs N is unhappy that JLT failed to provide her with a cash equivalent transfer value (CETV) prior to her retirement from the Scheme.

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