Mr Harris says the Trustee gave him an incorrect transfer value. Based upon the lump sum Mr Harris expected to receive, he says he entered into an arrangement in Cyprus to have an apartment constructed. Mr Harris considers he should be compensated. So …

Mrs Fell says she was given inaccurate information about …

Mrs Clarke, by her representative Mr Ross, says she has been attempting to obtain information from the Hanover Trustee Company Limited (Hanover) and from Mr Clarke to confirm whether she was a member of the Scheme with entitlement to benefit. Mrs Clarke also wishes to establish the location of the Sch …

Mr Newman complains that the Trustees refused to pay him benefits on an early retirement basis despite having confirmed that he would eligible for those benefits. He is claiming to have suffered in …

Mr Jones says that, because the Administrator belatedly secured approval for the Plan, tax had to be paid on the employer contributions for the Plan while it was unapproved. Some of the issues before me might be seen as complaints of maladministration while …

(submitted 13 May 2002) Mr Cook explains that the Council overpaid his pension for approximately 10 years. The overpayment amounts to approximately £83,000. The Council now seeks to recover the overpayment over a pe …

Mr Longhurst alleges that Johnson Fry failed to pay the sum it had agreed to pay in connection with his retirement, as a result of which he had suffered the distress of financial hardship. Some of the issues before me might be se …

Mr Smith alleges: The failed to ensure that the Scheme was being administered in accordance with the Scheme and Inland Revenue. The failed adequately to supervise Clive Burrows, the introducing Independent Financial Advisor. The Respond …

Ms Fenucci-Corsini, by her representative, Mr Pugh, says that Teachers’ Pensions have inappropriately sought recovery of an overpayment of pension. It is acknowledged that the Scheme has a right to the recovery of the money, but she feel …

McMann complains about 3 aspects of Allied Dunbar’s management of the Scheme, these being:the imposition of penalties upon the transfer of certain investment policies to Self-Invested Personal Pension Plans (SIPPs) …