Mr Bibby complains that the whole of his personal pension plan fund was transferred by NPI, and accepted by Norwich Union, when only the protected-rights element should have been transferred. As a result a transfer penalty wa …

Mrs McLeish has complained, on behalf of Mrs Plewis, that widow’s benefits which her mother receives under the NHS Pension Scheme (the NHS Scheme) have been incorrectly calculated. Mrs McLeish has also complained of maladministration by the NHS Pensions Agency (the Agency …

Dr Mannion complains that she has received no extra benefit, on her early retirement on the ground of permanent ill-health, despite the Additional Voluntary Contribution (AVC) payments that she made for 7 years under an AVC contract. Specifically, she alleges that …

Mrs Smallwood’s complaints relate to the lump sum death benefit that she anticipated would be paid to her on the death of her son, Mr KR Smallwood. Mrs Smallwood complains that …

Mr Tobin complains that Alba Life and the former Trustee: failed to provide him with the tax free lump sum th …

Mr Palmer complains that his wishes in relation to the treatment of his pension on wind-up of the Scheme could not be implemented due to a misrepresentation on the part of the Trustee. As a result, Mr Palmer claims t …

Mr Lindsay states that he was excluded from the Scheme when he commenced employment with the Employer and has been denied benefits. Some of the issues before me might be seen as c …

Mrs Jones alleges that Oldham, having wrongly retained her in the Scheme rather than enrolling her in the Teachers’ Pension Scheme (the Teachers’ Scheme) dealt with her eventual transfer to the Teachers’ Scheme in a manner which caused her financial loss as well as distress and inconvenie …

The Applicant complains that the Trustees and Aon have refused to grant him a pension at age 60 without actuarial deduction contrary to their custom and …

The Applicant complains that he was forecast a pension of £14,400 at age 55 but in October 2001 was offered a pension of only £6,400 at age 58. He has said he was wrongly led to believe by the Trustees and the Employer that he could …