Mr Symes considers that AFTS: Have failed to wind the Plan up in a timely manner, Have failed to identify all of the Plan’s liabilities, and Failed to offer him the option to transfer his benefits before transferring the Plan’s assets to Prudential. Some of the issues …

Mr Green says that his application for ill-health early retirement (IHER” was wrongly refused by his employer, base …

Mr Harrop says that ITnet Management Financial Services (ITnet) later taken over by Serco, failed to respond adequately to his request to remain in the LGPS on changing employment in 1995. He states that he later discovered that continuation of membership in the LGPS might have been possible h …

Mr Bache complains that his previous Employer, CV One, and the Scheme Managers, West Midlands Pension Fund, have determined that he is not entitled to the immediate payment of his full pension benefits as his employment was not terminate …

(dated) Mr Lawton complains that Mattioli Woods (MW) in their capacity as both trustee and administrator of his SIPP, allegedly failed to advise him that, by deferring his retirement until after 6 April 2006, he may have been entitled to a higher tax free cash lump sum wh …

Mrs Williams complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past …

Ms X complains of maladministration in that Salford and Tameside incorrectly rejected her claim for ill health early retirement (IHER) on the basis that her medical condition(s) were not permanent at the time …

Miss Wilson has complained about the distribution of death benefits made by the Trustee following the death of her father, Mr R F Wilson. She asserts that she should have received one quarter of her late father’s residual pension. So …

Mr MacLeod has complained that: Delays by Aon Glasgow constituted maladministration, …

Mr Moore alleges maladministration by BJFS, in that his request to transfer his benefits out of the Scheme was not actioned. He says that this caused him substantial financial loss. Some of the issues before me might be seen as complaints of maladministration while others can …