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The [Mr T] Sippcentre SIPP (PO-26454)

Complainant:
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Respondent:
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Ombudsman’s Determination

Outcome

I do not uphold Dr G’s complaint and no further action is required by AJ Bell.

Complaint summary

Dr G has complained about AJ Bell’s decision not to award her any benefits under its discretionary power to distribute death benefits from her late partner’s pension plan.

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BAE Systems Executive Pension Scheme and BAE Systems 2000 Pension Plan
(PO-26939)

Complainant:
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Ombudsman’s Determination

Outcome

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

Complaint summary

Mr E complains that the Trustee supplied him with incorrect annual deferred benefit statements between 2015 and 2017, for the Executive Scheme and the 2000 Plan (the Schemes), showing considerably overstated estimates of the total pension payable from age 62. He says that he relied upon these statements to his financial detriment by leaving employment early with QinetiQ, in August 2017.

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Aviva Pension Plan (CAS-33644-S4S8)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:

Ombudsman’s Determination

Outcome

I do not uphold complaint and no further action is required by Aviva.

Complaint summary

Mr N has complained that Aviva has not backdated his annuity to the Plan’s Normal Retirement Date (NRD).

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Halcrow Pension Scheme (No. 2) (PO-14329)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
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Ombudsman’s Determination

Outcome

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

Complaint summary

Mr S says the Trustee:-

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Local Government Pension Scheme (CAS-29460-D2J4)

Complainant:
Complaint Topic:
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Outcome:
Respondent:
Type:
Date:

Ombudsman’s Determination

Outcome

I do not agree that this complaint should be upheld and no further action is required by MPF.

Complaint summary

Mr N’s complaint against MPF is that it has not met its statutory obligations to inform him there was a change to the Scheme, namely a reduction to the late retirement factors, and as a consequence he has suffered a financial loss.

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Local Government Pension Scheme (PO-25911)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr I’s complaint is two-fold. First, he has complained about the delays in providing him with a cash equivalent transfer value (CETV) illustration. Second, he has complained that he was unable to transfer his benefits from the Scheme, as he was within a year of his normal retirement date (NRD).

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