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) …

Mr Weir’s application for early payment of his pension on an enhanced basis on the grounds of ill health has been refused by the Trustees. He also alleges that delays in considering his application caused him injustice. Some of the issues …

Mr Mellor alleges that the Trustee failed to send him important information about his additional voluntary contribution (AVC) investments with Equitable Life, and that this caused him anxiety, distress and inconve …

Mr Oughton says that, contrary to an announcement made in 1992 by Bain Clarkson Limited (the Company) that there would be no actuarial reduction to retirement benefits between the ages of 60 and 65, he has now been informed t …

Mr Bigwood says he based the financial planning for his retirement on an announcement made by the employer (in agreement with the Trustees) on 28 August 1990 which promised an unreduced pension on retirement on or after a member’s …