Mr Thompson has complained about the Trustees and says that: his executive pension entitlement was not properly calculated in accordance with the rules of the Plan; he was not properly informed of his …

Mr Forrest alleges that the Provider, in respect of his policy number, P00277-075 BE- 001/002/003: Provided him with incorrect information as he was preparing to take retirement benefits from the Plan, in particular in rela …

Mr Robbins complains that, in February 2002, JLT advised him to defer taking a transfer value from the Scheme until a later date. However, the Scheme then went into wind-up on 13 May 2002 and, as a result, his pension is significa …

Mr Hackney complains that: The level of redress HSBC Trust Company (UK) Ltd (HSBC” have offered him for their admitted error is insufficient; HSBC were not entitled to recover £11,719.56 (gross) paid to him in error; Funds from the Plan ba …

Mr Richards has complained that: i) The Trustees did not advise him prior to the scheme winding-up that his fund would be subject to Discontinuance fees; ii) Whilst the Trustees were investigating membership numbers as par …

Mr King complains that Sun Life issued an illustration of retirement benefits in April 2006 that quoted an incorrect guaranteed annuity rate (GAR) He says that based on this illustration he chose to retire and close his business. As redress, he …

Mr Lishman has complained that he was wrongly refused ill health retirement benefits by …

Mr Culshaw considers that he should have been granted ill health early retirement (IHER) The Council does not agree. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law …

Mr Bedford says that SYPA informed him that his Scheme pension in payment would be unaffected by his subsequent eligible re-employment, unless he remained in that employment for a substantial period. This advice was incorrect, the effect was immediate, and, as a …

Mr Walford was advised by Windsor Life to opt out of the Scheme but they agreed to re-instate him, at their cost, back into the Scheme. Mr Walford alleges that the re-instatement was done incorrectly, because two periods of …