The Independent Trustee is the sole trustee of the Scheme and has referred a dispute to me concerning the carrying out of its functions. The dispute concerns the benefits to be paid to Mr H Robertson Smith who says that he is entitled to augmented benefits under the Sch …

Mr Johnston says that Equitable Life calculated his Plan’s transfer value using unit prices applicable on 14 December 2004 but did not pay this sum to Standard Life until 5 January 2005. He claims that Equitable Life should have paid the transfer value on the date of its calculation and t …

Mr Gilbert claims that, as a result of the actions of the Company and the Trustees, he lost the bene …

Mrs Dean alleges that Liverpool has failed to correctly calculate her pension entitlement. Liverpool has based her part-time membership of the Scheme on a full-time equivalent of …

Mr Mercer complains that the previous refusal of the to disclose particular documentation amounted to maladministration. Mr Mercer also complains that the Council was under a …

Mrs Wade believes that injuries she suffered following an accident at work entitle her to Permanent Injury Benefits (PIB) However, the NHSPA say that her injuries were not “wholly or mainly” attributable to her employment and, therefore, that she is not entitled to PIB. Some of the issues before me might be see …

Mr Kingston has complained that Thistle have failed to honour an agreement to allow him to retire at age 55 with a pension reduced by 5% p.a. for each year preceding age 60. This would have provided Mr Kingston with a pension of 61% of his target pension of …

Mrs Ash says that the Trustee failed to sell investments when instructed and delayed dealing with the matter. Mrs Ash says that in consequence she suffered financial losses. The Trustee denies any maladministration. Some of the issues before me might be seen as complaints of malad …

Mrs Thomas claims that she is entitled to payment of benefits from the Scheme, because her current medical condition resulted from an accident at work. She contends that the did not investigate the matter fairly. Some of the issues before me might be seen as complai …

Mrs Shaw complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Shaw states that the sales representative told her that purchasing past added years (PAY) in the Teachers’ Pensio …