Mr Smith complains that Barnett Waddingham gave him, BALPA and the Trustees incorrect information about the Inland Revenue (now HM Revenue and Customs) limits on his pension. As a result, he says that he has incurr …

Mrs Tate’s complaint is that the Trustees have refused to continue the payment of her ill health pension. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of …

Mr Watkins considers that he should have been informed that it was possible to transfer his deferred benefits from the Scheme when he left service in 1969. He says that had he been properly informed, he would have transferred into another occupational scheme, which wo …

Mr Rushin complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Scheme in distributing the death benefit which arose following the death of his son, Nicholas Rushin. The Trustee exercised its discretion to a …

Mr Welsh’s complaint concerns SPFO’s admitted failure to inform Mr Welsh of certain consequences of re-employment with a LGPS employer. Some of the issues before me might be seen as complaints of maladministration while others can be seen as …

Mr Sale says that, as a result of Norwich Union failing to release the proceeds of his policy (the Policy) under the Scheme when demanded, he incurred substantial professional costs. He wishes Norwich Union to reimburse those costs. Some of the issues before me might be seen as complain …

Mr Buck says: that Mr Edmond, a trustee, improperly took a full transfer value from the Scheme when the Scheme was in deficit. the transfer value of his own …

Mr Tyler alleges that he has been denied his entitlement to preserved benefits arising from his membership of the Plan. S …

The Employer alleges that NU, as manager of the Scheme, provided actuarial valuations and advice which failed to take account of the effect of a change in the Rules of the Scheme. The Trustee …

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