Mr MacDougall says that the improperly released a transfer value quotation and the transfer value for another member of the Scheme. He says that this caused him injustice, as the Scheme is in wind-up and is now in a deficit situation. Some of the issues …

Mrs Nedham complains that: The Trustees failed to provide details of her potential benefits from the Scheme and to convene a meeting to arrange payment; The valuation of the property asset is flawed and …

Dr Humphries says that James Hay failed to carry out his investment instructions and failed to deal properly with his complaints. Ja …

Mrs Crossan has complained about the Strathclyde Pension Fund (the Fund) seeking the repayment by her of £10,700 which it says is the overpayment to her of il …

Mr Curtis alleges that: he is contractually entitled to an unreduced pension from age 62; further and/or alternatively he acted to his detriment in reliance upon the incorrect statement t …

Mr Mullen 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 yea …

Mr Kingham says that he was wrongly refused Ill Health Early Retirement (IHER) Some of the issues before me might be seen as complaints of maladministration while others can be seen as d …

Mr Jenkins complains that delays by ELAS in providing him with documentation to enable him to transfer his benefits from his IPP led to him suffering loss in that a financial adjustment was applied to his fund during the intervening period. Some of the issues b …

Mrs O’Sullivan complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative: a) specifically …

This application, made by an independent trustee, concerns the validity or otherwise of augmentations apparently granted to Mr Danks and Mr Prosser in 1990 and 1992. The Applicant further sa …