I am asked to Determine a dispute between the Scottish Equitable plc and Mrs Parsons regarding the intended beneficiary under Mr E H Harris’ Personal Pension Plan following his death on 11th December 2002. RULES OF THE PLAN Rule 2 provides that survivor means: a dependan …

Dr Smart alleges that he gave up his employment with the Company and agreed to retire before age 65 in reliance on information he received about his pension entitleme …

Mr Horn says that the Managing Trustees failed to proceed with an offer of £750,000 received for the sale of the property asset of the Scheme (the “Property” which excluded the associated land (the “Associated Land” and instead transferred part of the Property to a new scheme of the Manag …

Mr Brown has complained that his application for an ill health pension has not been considered properly. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law an …

Mr Lane complains that his application for an ill-health early retirement pension was declined. As a result, Mr Lane claims that he has suffered a shortfall in his pension because he had no choice but to take early retirement from the Plan on a normal basis. …

Mr Hindmarch says that when the Scheme was wound up in 1995 his accrued benefits from the Scheme were transferred by the Trustees to a personal pension plan, …

Ms Mazurkiewicz contends that the National Health Service Agency, by applying Regulation 5(10) of the National Health Service Pension Scheme Regulations 1995, has …

Mr Chafer complains that Prudential’s sales representative improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Chafer also alleges that the sales representative did not inform him that he could purchase past added y …

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

Mrs Langley (formerly Mrs Hutcheon) says that the Council gave incomplete or misleading information about a pension sharing order. The Council does not agree and says that in any event responsibility rests with the solicitors representing her and her ex-husband. Some of the issues before me might …