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Mrs Waller states that the Employer misled her about the amount of benefit she would receive at retirement and did not tell her that she would relinquish her special class status if she retired before age 55. She also states that the Agency failed t …

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Teachers’ Pension Scheme – Prudential AVC Facility (P01308)

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Mrs Crilly complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Crilly also alleges that the sales representative did not inform her that she could purchase past added …

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Mr Ellston says that CPPML delayed in acting on his instructions to transfer the funds in his Self Invested Pension Plan to a new investment manager. As a result of this maladministration he lost the opportunity to profit from having his portfolio managed and traded more actively. Some of the issues before me …

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Teachers’ Pension Scheme – Prudential AVC Facility (P00783)

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Mrs Nixon complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added years (P …

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Teachers’ Pension Scheme – Prudential AVC Facility (P00728)

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Dr Anderson complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes o …

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Lloyds TSB Group Pension Scheme (N00755)

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Mr Brierley says that as a male member of the Scheme he is entitled to an enhancement to his benefits as set out in a memo dated 29 February 1988. The Trustees do not agree. Some of the issues before me might be seen as complaints of maladministration while others can be …

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Teachers’ Pension Scheme – Prudential AVC Facility (P00957)

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Mrs Williams complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Williams states that the sales representative did not inform her that she could purchase past add …

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Industrial Holdings Pension Scheme (N00952)

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Mr Bartlett’s complaint against the Trustees concerns the following: Failure to secure his preserved benefits by purchasing a deferred annuity prior to the windi …

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Teachers’ Pension Scheme – Prudential AVC Facility (P01152)

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Mrs Message complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Message states that the sales representative did not inform her that she could purchase past added years (PAY) i …

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