Ombudsman’s Determination

Outcome

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

Complaint summary

Mrs S has complained that: –

• She cannot take a cash equivalent transfer value (CETV) despite receiving a CETV illustration.
• She was sent a pension statement in 2016, quoting a higher pension than she was entitled to.

Ombudsman’s Determination

Complaint Summary

Mr L’s complaint concerns the Trustee’s decision in exercising its discretion to change the index used for future increases on pensions in payment. Mr L argues that:-

Ombudsman’s Determination

Outcome

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

Complaint summary

In summary, Mrs S’ complaint is that Zurich has refused to award her any of the lump sum death benefit payable under the Plan in respect of her late husband, Mr S.

Ombudsman’s Determination

Outcome

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

Complaint summary

Mrs E has complained that she has not been awarded an Upper Tier ill health retirement pension.

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr N complained that FA failed to let him know, in a timely manner, that he could transfer his benefits from the Scheme. Mr N wanted to be in the same financial position that he would have been in had he transferred his benefits on retirement.

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by Warwick & Eaton.

Complaint summary

Mr S has complained about a lack of communication from Warwick & Eaton and a failure to progress a transfer request. He has also said that he has not received a statement since 2017, and has not been provided with an account number.

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr H is unhappy with the length of time taken by the Administrator to process his cash equivalent transfer value (CETV) illustration request, and also the value of the CETV illustrations that he received. Mr H would like compensation for the distress and inconvenience caused and for the loss of opportunity to transfer his Scheme benefits.

Ombudsman’s Determination

Outcome

I do not uphold Mrs R’s complaint and no further action is required by the Old Trustee or the New Trustee.

Ombudsman’s Determination

Outcome

I do not uphold complaint and no further action is required by Solvay Pension Trustee Limited.

Complaint summary

Mr M has complained that the Trustee changed the payment date of his pension from the 1^st to the 6^th of the month, with effect from April 2019. Mr M considers he has lost out on the pension due from 1 April to 5 April 2019, and says that the Trustee should have paid him a bridging payment to cover the five days.

Ombudsman’s Determination

Outcome

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