Mr Purdue has complained that the Group Trustees have wrongly refused to backdate his ill health early retirement pension from the date of his application to them to the date when he first began suffering from his medical condition. He has …

Covcon alleges that Prudential, when asked to assist in the wind-up of the Scheme: Failed to provide accurate information as to the Scheme’s financial position; Failed to respond to requests for such information, or follow instructio …

The Applicant and five others complain that when their employer, a firm called DMA, wound up a group personal pension scheme (the Old Scheme) replacing it with a money purchase occupational pension scheme (the New Scheme) Scottish Life omitted to tell them, or their Independent Financial Adviser (IFA) that i …

The Applicant complains about amendments made by the to the Works Scheme Rules in 1993. T …

The Applicant complains that following the amendment in the Scheme Rules to the definition of Pensio …

The Applicant has made two complaints, which I have decided to consider together. The first com …

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

Mr Evans says that Winterthur unreasonably delayed the process of opening a dealing account in respect of the Plan. As a result, certain trades that he was intending to have made were either abandoned or made much later than was intended, and he lost mon …

Mrs Beales complains that Prudential’s sales representatives improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential during two personal financial reviews carried out in 1993 and 1997. She also alleges that the sales repre …

Mr Fella has complained that the Trustees have improperly suspended his incapacity pension. He has also complained that they failed to respond under the Scheme’s Internal Dispute Resolution (IDR) procedure within the required time limits. Some of the issues before me might be seen as complaints …