Mr Balcombe says that Scottish Amicable failed to action a fund switch in 2000 and as a consequence he has not been able to benefit from the performance of alternative funds. Mr Balcombe also says that, each time his employer has increased their contribution, a new policy has been set up mak …

Mr Brazier states that the Cabinet Office advised him and his independent financial adviser that he was able to transfer his pension rights under the PCSPS to a personal pension plan. Mr Brazier says that, as a result of this advice, he began to wind down his business in anticipation …

Corbett Farms assert that, following the Trustees’ decision to discontinue contributions to the Scheme in March 1997, Century Life have failed to wind up the Scheme in a timely manner. As a consequence of this, they believe that the Sch …

Mr Simmonds has the following concerns about the winding up of the Scheme: It is taking an inordinate amount of time; Information about the benefits which will be available to members when the winding up is complete (Option Packs) have not y …

Mr Blair received a quotation for early retirement benefits in March 2000, which he considers the Trustees should honour. However, Mr Blair did not request payment of his retirement benefits until October 2001, when the Trustees issued a …

Mr Shepherd alleges that he is being denied his entitlement in the fund because of the actions of his fellow trustees. Some of the issues before me might be seen as complaints of maladministration while others can be seen as dis …

Mrs Blofeld belonged to a group personal pension plan managed by Scottish Amicable. On 18 July 2002 Mrs Blofeld asked her independent financial adviser, Heath Lambert Consulting (HLC) to obtain a current fund value with a view to her retiring early. HLC were advised that the fund value …

Mr K has applied for the early payment of his benefits under the Scheme. The DfES and Teachers’ Pensions have said that he does not meet the criteria under Regulation E4 for the early payment of his benefits. Some of the issues before me might be seen as …

Mrs Haslock has asked the Trustees and Standard Life to amend the named recipient of the dependant’s pension payable on her death from her ex-husband to her current husband. The Trustees say that to do so would be in b …

Mr Deans resigned from his post as Headteacher in September 2001 and became a supply teacher. He applied to protect his pension rights under Regulation H1 and was subsequently refused on the grounds that supply teaching did not count for the purposes …