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DAC No 2 Pension Scheme (L00572)

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Mrs Clark alleges that The First and Second have failed to pay death in service benefits amounting to £240,000 following the death of her late husband, Ramon John Geoffrey Benson (Mr Benson) Mrs Clark claims that she has …

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Teachers’ Pension Scheme (L00454)

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This complaint is about events preceding the transfer of Ms Keogh’s pension credit from a previous scheme, the Barclays Staff Pension Scheme (Barclays Scheme) to the Scheme, which transfer finally took effect on or about 8 February 2000 …

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Siemens Benefits Scheme (N00084)

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Mr Armstrong says the pension paid to him by the Siemens Scheme fails to take into account all the benefits that had been accrued for him within the Siemens Scheme and transferred in from his previous schemes, the Plessey Pension Fund (the Plessey Fund) and the GEC 1972 Plan (the …

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Scottish Equitable Personal Pension (M01113)

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Mr Gillard says Scottish Equitable had incorrectly recorded his Normal Retirement Date (NRD) as being at age 60 when, in fact, he had proposed for it to be at age 65. He says that, as a result, when providing Mr Gillard with retirement benefit illustrations, Scottish Equitable had provided incorrect p …

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M&E Butler Limited Retirement Plan (M00505 & M00705)

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Mr Butler commenced making retirement provision with Abbey Life (the Abbey Plan) In 1991, he ceased making contributions to the Abbey Plan and commenced making contributions to Prudential for the same purpose (the Pru …

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The Kerry Retirement Benefits Scheme (M00461)

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Mr Clarke complains that the Trustees were unaware that his additional voluntary contribution (AVC) fund, which was invested with the Equitable Life Assurance Society (Equitable Life) contained a guaranteed annuity r …

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British Transport Police Force Superannuation Fund (M00104)

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The Applicant complains that the Scheme Manager gave him incorrect information in response to his request to transfer into the Scheme his deferred pension benefits with th …

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Abbey Life Personal Pension Plan 200084494H (N00148)

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Mr Harper is challenging the decision by Abbey Life to deduct the sum of £1,497.92 from his transfer value. He decided to transfer his fund from Abbey Life to Scottish Life because he was not happy with the growth of his fund. Mr Harper also believes that Abbey …

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Winterthur Personal Pension Policies (M01133)

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Mr Wright alleges that Winterthur have consistently failed to provide the early retirement quotations he has requested. He says that, as a result of this alleged maladministration, he has suffered injustice including financial loss. Some of the issues before me might b …

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