Mrs Gray complains that the lump sum payable on the death of her husband was incorrectly calculated, and there was a delay in paying it to her. The Ombudsman’s determination and short reasons The complaint should be in part upheld against Mercer because: Mr Gray was provided with incorrect i …

Mr Kadwa complains that: Equitable Life failed to deal in a timely manner with his request to transfer his funds to another pension provider; the transfer value for MPN004114 was 12% lower than another plan he had with Equitable Life; and a transfer p …

Mrs Kirkland says she has been wrongly refused an attributable Family Forces Pension from the Scheme. The Ombudsman’s determination and short reasons The complaint should not be upheld because there are no grounds on which Mrs Kirkland can successfully challenge the decision that her husband’s death was not att …

Mr Reeder claims that James Hay (managers of the Plan) and Selestia (managers of the Account) delayed transferring the holdings within the Plan to the Account. The Ombudsman’s determ …

Mrs Easton complains that her pension should have commenced on 13 September 2006, after her NHS pay ceased, not 30 May 2007. The Ombudsman’s determination and short reasons The complaint should be upheld against the Trust because it caused avoidable delays. DETAILED …

Mrs Dann has complained about Mr Dann (as trustee of the Plan) refusing to sign the discharge form to enable her to take her pension from the Plan. She has also complained that Abbey Life (the managers of the Plan) ceased …

Mr Nunn has complained that Norfolk have misinterpreted the LGPS Regulations when they say he has retired. He has also complained that the forms provided to his former employer by Norfolk did not include a section for redundant employees who did not wish to retire and that Norfolk h …

The Other Member Trustees have refused to sign documentation to allow the Applicants to transfer their share of the Scheme to their personal pension plans. The Ombudsman’s determination and sh …

Mr Walsom complains that: AJ Bell Management Ltd and Skandia UK, the administrators of his pension arrangements, failed to effect a transfer of funds from one pension arrangement to the other within a re …

Mrs Harriman 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 added years (PAY) …