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NHS Injury Benefit (Scotland) (Q00481)

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Mr R is aggrieved that the SPPA have rejected his application for a permanent injury benefit (PIB) He also complains of delay by the SPPA in informing him that he may be entitled to this benefit. Some of the issues before me might be seen as complaints of maladministration while others c …

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Local Government Pension Scheme (N01407)

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Mr Gresswell complains that the Authority wrongly refused him early retirement on ill-health grounds and that he has suffered financial loss as a c …

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Equitable Life Free Standing Additional Voluntary Contribution Policy number:
V5000139 (N00696)

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Mr Beard is dissatisfied with the service he received from Equitable which, he believes, resulted in him suffering a financial loss due to a reduction in his fund. He also claims that, as a result …

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Riversdale Executive Pension Scheme (N01062)

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Mr Brooking says that his impending retirement from BBM Limited was confirmed at a trustee meeting on 21 April 1998. In that meeting, it had been agreed that as the scheme funds were shared equally between himself …

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Winsdor Life Assurance Company Limited (P00974)

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Mr Moor complains that Windsor Life is responsible for a delay in paying a transfer value, during which time the transfer value of the Policy reduced. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact …

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Cordiant Group Pension Scheme (M00796)

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Mr White Jones contends that the Trustee, Cordiant plc and Bates UK Limited failed to place him in the correct category of members in the Scheme for pension purposes. He argues this should be in a director category or …

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Scottish Widows Personal Pension Plan (P00697)

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Mrs Gordon says that Scottish Widows failed to obtain the initial annual premium for a Stakeholder personal pension policy (the “Policy” as a result of which she was unable to obtain tax relief in the Tax Year ended 5 April 2004. Some of the issues before me might be seen as complaints of maladministration whi …

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Blue Diamond Drilling SSAS (N00584)

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Mrs Gladwell alleges that Prudential incorrectly recorded her normal retirement age (NRA) as 60, instead of 55 as properly entered on her application form. In consequence of this Prudential: failed to provide maturity date notification in May 1999; prior to 2001, failed to provide correct fund valuation data as the …

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Scottish Equitable (European Aviation) Group Personal Pension Scheme (N00436)

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The Applicant disputes the distribution of death benefits by Scottish Equitable ; he claims that discretion should have been exercised in his favour. Scottish Equitable’s position is that no discretion was available in the circumstances and so it w …

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The Principal Civil Service Pension Scheme (Q00223)

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HMRC had incorrectly quoted Mrs Adams’ reckonable service by including the period from 1970 to 1976 for which she had received a gratuity. Mrs Adams had enquired in 1996 and 2001 about buying additional service or paying Additional Voluntary Contributions (AVCs) and had been tol …

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