Mr Whetton states that the Trustees should have informed him earlier in 2000 about the Equitable Life situation prior to his making a transfer of his AVC fund to Equitable Life. He says that their failure so to do deprived of being in an inform …

Mr Loomes complains that the Trustees failed to make a transfer payment that they were required to make in respect of his pen …

Mr Bailey alleges that the Managing Trustees: failed, prior to selling land that was an asset of the Scheme (the “Mouldsworth Land” to object to the re-categorisation for planning purposes of that land; purchased a property (the …

Mr Stammers complains that Norwich Union is applying a Market Value Reduction Factor (also known as Market Adjustment Factor or Market Value Adjustment Factor) (MVR) to his policy, which he considers to be unfair. In April 2000, Mr Stammers changed his selected retirement date of 9 August 2000, …

Mrs Cheers 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 …

Mrs Trinick complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative specifically advised against the alternative option of pur …

Mr Ferguson complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Ferguson complains that the sales representative did not give him information about the past added years ( …

Mr Moodley complains that Prudential’s sales representatives improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Moodley states that the sales representatives did not inform him that he could purchase past added years (PAY) in …

Mr Holehouse alleges that: In considering his application for early retirement on the grounds of ill health, the Trustee failed to exercise a duty of care towards him by not taking responsibility for the final decision; I …

Mr Halifax has complained that there was an excessive delay in releasing his funds after agreement had been reached. He also says that Scottish Life failed to respond to correspondence, provided incorrect and/or confusing information and that they are using an incorrect retirement date. Mr Hal …