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

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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:
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Ombudsman’s Determination

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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)

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Ombudsman’s Determination

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

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Complainant:
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Ombudsman’s Determination

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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)

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Ombudsman’s Determination

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

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Local Government Pension Scheme - Leicestershire County Council Pension Fund (CAS-13268-Z7V8)

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Ombudsman’s Determination

Outcome

Mr Y’s complaint concerns the Council’s decision to refuse his application for early payment of retirement pension on ill health grounds.

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Complainant:
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Appeal:

Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld and, to put matters right, the Employer shall pay £1,025.96 into the Scheme. The Employer shall ensure that Mr N 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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Scottish Widows Executive Personal Pension Plan (CAS-58226-R7B1)

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Ombudsman’s Determination

Outcome

I do not uphold Miss N’s complaint and no further action is required by Scottish Widows. 

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Rival Services Limited Pension Scheme (CAS-51791-Q6B9)

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Ombudsman’s Determination

Outcome

The complaint should be upheld against CA because, but for its negligence, Mr S would not have suffered a financial loss. CA issued incorrect information to Mr S on more than one occasion, breaching its duty of care to Mr S and causing an unreasonable delay in the transfer of his occupational pension to his Fidelity SIPP.

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DHL Group Retirement Plan (CAS-80781-Z8X0)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr D’s complaint and no further action is required by DHL Pensions or the Trustee. 

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