MONTEGO DATA LIMITED PENSION PLAN (L00746 & L00747)
Mr and Mrs Webb allege that: their earnings were not established for the purposes of an Inland Revenue Triennial Review, which resulted in the Scheme …
Mr and Mrs Webb allege that: their earnings were not established for the purposes of an Inland Revenue Triennial Review, which resulted in the Scheme …
Mr Kitchen was made redundant in July 2001. At that time he was under the age of 50 and was unable to apply for the early payment of his pension. He applied for early payment of his pension twelve months later and was told that this was not possible because the reduced pension was les …
Mr Deeley had a number of policies with Allied Dunbar. Having taken pensions from two of his policies, he continued to receive annual statements from Allied Dunbar in respect of one of them in error. Mr Deeley says that he based his retirement planning on the ex …
Mr Banting says he received a statement of entitlement to a transfer value dated 8 April 2002, which he accepted. The transfer value had been redu...
1 Mr Barsby complains that his employer wrongly refused him early retirement on ill-health grounds and that he has suffered financial loss as a consequence. LEGISLATIVE BACKGROUND 2 The Local Government Pension Scheme Regulations 1997 (as amended) provide: 97(2) Any q …
Mr Lewis, a member of the Scheme for 31 years, was made redundant on 5 May 2000. He had received a circular dated 14 April 2000 from AFTS (then known as Bradstock Trustee Services Limited – Bradstock) the independent trustee of the Scheme, informing him that early retirement pensions …
Mr Tyler says that, over a number of years, he had been provided with quotations of prospective early retirement benefits at age 50 indicating a pension of approximately £19,000. However, just over a year before his 50th birthday he was informed that the estimated pen …
Mr Constance is aggrieved because the value of his retirement benefits, which were detailed in a Certificate of Entitlement to Benefits issued by the Scheme, is not n …
Mr Gray complains of: the handling by the Staff Scheme Trustees and Aon o …
Mr Nursey alleges that on the advice of the Metropolitan Police he decided in 1997 to make additional voluntary contributions (AVCs) and was never informed that if he retires before the age of 55 after completing 30 years service the benefits from his AVCs would be restricted. Som …