Mr Gabbitas brought a complaint to my predecessor because he had been refused an ill health pension on the grounds that his condition had not been shown to be permanent. He suffers from ME/CFS (myalgic encephalomyelitis/chronic fatigue …

Mr Bolton is of the opinion that James Hay have failed to manage his pension scheme properly and he considers this to be the reason why his annuity has been reduced from £35,494 p.a. to £4,670 p.a. Mr Bolton says that James Hay failed to take ‘effective management actions’ after rece …

Mr Dale says that in July 2001 he became aware that contributions to the Scheme had not been applied in accordance with his instructions. As a consequence Scottish Equitable recalculated the transfer value offered but in the interim the transfer value had fallen. Mr …

Mrs Hall considers she has received insufficient redress for the delay in payment of her lump sum following her retirement. The CSP does not consider that Mrs Hall has put forward a persuasive case for additional redress to that already …

This application has been brought by GT, on behalf of her mother, CM, who is now frail and in poor health. It is alleged that AXA Sun Life failed to act with care and diligence in making pension payments due to CM from the Second Wimpey Pension Fund, with the result that such payments were misappropriat …

Mrs Dudley believes her late partner, Mr Taylor, completed an Expression of Wish form nominating her as the recipient of his death benefit under the Fund. Following Mr Taylor’s death, however, the Trustee paid the death …

Mr Pratt is aggrieved because his pension and a supplement to it were not index linked. Mr Pratt also complained that payment of the supplement had ceased. Some of the issues before me might be seen as complaints of maladministration while others can be seen as dispute …

Miss Hulse was dismissed by P&O in 1997 on the grounds of ill health. She says she was not aware, at the time, that she might be eligible for ill health retirement and did not apply. Miss Hulse says the possibility was first drawn to her attention by her social worker in 2001. P&O have declin …

Mrs Moffat, a teacher, makes additional voluntary contributions (AVCs) to the Prudential. She complains that the Prudential “failed to ever advise me, or make me aware of the benefits of the scheme called “Added Years” Some of the issues before me might be seen as complaints of maladministratio …

Mr McIntosh says that his wife was incorrectly advised prior to her death that she was ‘in service’ leading her to believe that she would be entitled to an in-service death grant. He says that as a result his wife was denied the opportunity to seek alterna …