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The Rank Group Stakeholder Pension Plan (CAS-32137-P2F8)

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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.

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NHS Pension Scheme (Scotland) 2015 (PO-28281)

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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.

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Kent Messenger Pension and Life Assurance Scheme (PO-26248)

Complainant:
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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.

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Ethika Auto Enrolment Pension Scheme (CAS-30803-J2G8)

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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.

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Barry Wehmiller International Retirement Benefits Scheme (PO-29194)

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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.

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Old British Steel Pension Scheme (PO-26289)

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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.

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Solvay UK Defined Benefit Pension Scheme (CAS-31857-R3M5)

Complainant:
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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 1st to the 6th 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.

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Principal Civil Service Pension Scheme (PO-21039)

Complainant:
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Ombudsman’s Determination

Outcome

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

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

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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:
Complaint Topic:
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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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