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Complainant:
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Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Miss S’ complaint is upheld and, to put matters right, the Employer shall pay £680.18 into the Scheme. The Employer shall ensure that Miss S is not financially disadvantaged by its maladministration. So, it shall arrange for any investment loss to be calculated and paid into the Scheme. 

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Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Ms N’s complaint is upheld and, to put matters right, the Employer shall make good any shortfall in units due to its late pension payments to the Scheme. 

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Safeway Pension Scheme (CAS-63878-G1T9)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr N’s complaint is partly upheld. To put matters right, Capita shall pay a total of £1,500 to Mr N in recognition of the distress and inconvenience that he has suffered.

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Liverpool Victoria (LV=) SIPP (CAS-50479-K7G0)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no action is required by LV=.

Complaint summary

Mr R has complained that:-

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Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and, to put matters right, the Employer shall pay £828.10 into the Scheme. The Employer shall ensure that Mr S is not financially disadvantaged by its maladministration. So, it shall arrange for any investment loss to be calculated and paid into the Scheme. 

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City and County of Swansea Pension Fund (CAS-52887-B6H4)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr S’ complaint against the Council is partly upheld, and the Council shall pay Mr S £500 in respect of the significant distress and inconvenience he has experienced as a result of its maladministration. 

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Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Ms Z’s complaint is upheld and, to put matters right, the Employer shall pay £438.41 into the Scheme. The Employer shall ensure that Ms Z is not financially disadvantaged by its maladministration. So, it shall arrange for any investment loss to be calculated and paid into the Scheme. 

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Fidelity Master Trust - Sytner Group Retirement Plan Section (CAS-30342-Z1B0)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Mr S’ complaint and no further action is required by Fidelity or ZEDRA.

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Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and, to put matters right, the Employer shall pay £5,133.76 into the Scheme. The Employer shall ensure that Mr S is not financially disadvantaged by its maladministration.

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NHS Injury Benefit Scheme (CAS-35785-S0V3)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Ombudsman’s Determination

Outcome

I do not uphold Dr A's complaint and no further action is required by NHS BSA.

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