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LV Personal Pension Scheme (CAS-93753-Y7R6)

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Ombudsman’s Determination

Outcome

I do not uphold Mr S' complaint and no further action is required by LV.

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Fraser Douglas Marketing Limited Retirement Benefit Scheme (CAS-70319-T7R0)

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Ombudsman’s Determination

Outcome

I do not uphold Mr Y's complaint, and no further action is required by Aviva. 

Complaint summary

Mr Y complained that Aviva incorrectly deducted commission from a single premium lump sum he paid into the Scheme.

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Aegon Stakeholder Plan (CAS-70911-G6X6)

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Ombudsman’s Determination

Outcome

The complaint is partly upheld against Aegon because it has not yet paid Dr D appropriate redress for the period between the date that he invested the transferred cash into his funds with Fidelity and the date that Aegon offered him redress for placing his investments into a cash fund.

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ReAssure Number One Personal Pension Scheme (CAS-57836-Q8V0 / CAS-65270-J9S3)

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Ombudsman’s Determination

Outcome

I do not uphold Ms DN and Ms YEN’s complaints, and no further action is required by ReAssure Limited. 

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Rothesay Life Limited Pension Annuity (CAS-45352-J8N8)

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Ombudsman’s Determination

Outcome

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

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Alloy Sales Limited Executive Pension Scheme (CAS-49148-R5W6)

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Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld and to put matters right the other Member Trustees and Rowanmoor shall carry out the directions detailed in paragraphs 29 and 30 below. 

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Judicial Pension Scheme 2015 (CAS-76105-K4V1)

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Ombudsman’s Determination

Outcome

Mr E’s complaint is upheld in part. MoJ and XPS shall pay £500 each (and so £1,000 in total) in recognition of the serious distress and inconvenience caused to Mr E.

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ExxonMobil Pension Plan (CAS-79622-T6S2)

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Ombudsman’s Determination

Outcome

I do not uphold Mr L’s complaint, and no further action is required by the Trustee or WTW.

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Curtis Banks Universal SIPP (CAS-38697-T1F1)

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Ombudsman’s Determination

Outcome

Mrs Y’s complaint is upheld, and to put matters right, Curtis Banks shall pay Mrs Y any additional costs that she incurred due to being required to open a new SIPP and for the late payment of service charges. Curtis Banks shall also pay Mrs Y £500 for the significant distress and inconvenience caused to her.

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Fidelity Retail Pension Scheme (CAS-82915-B7C0)

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Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and to put matters right Fidelity shall pay £1,520.80 to Mr S.

In addition, the Employer shall pay Mr S £1,000 for the serious distress and inconvenience it has caused him, taking into account any amount already paid. 

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