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Local Government Pension Scheme – Cheshire Pension Fund (71461)

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Mr Povey complains that the Council and the Authority have incorrectly refused to allow payment of an early retirement pension on the grounds of ill health under eithe …

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Principal Civil Service Pension Scheme ()

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Mrs Palmer is aggrieved at not being granted the early payment of her preserved pension on grounds of ill health. The Ombudsman’s determination and short reasons The complaint should not be upheld against DWP because their conclusion that Mrs Palmer’s condition …

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Scottish Equitable Personal Pension Scheme (the Scheme); P (73461 & 75033)

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The Applicants, the sons of the late Mr D McPherson, complain that although they were nominated as recipient by Mr McPherson, Scottish Equitable failed to pay to them the death benefits from t …

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Prudential Personal Pension Plan (74121)

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Mr Smith complains that Prudential, as Plan manager, failed to provide him with the retirement benefits pack which he had requested in October 2007 on a timely basis. He contends that the delays incurred by Prudential in effecting a transfer of the Plan benefits have resulted in a significantly lower amount being tr …

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Zurich Assurance Personal Pension (73389/2)

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Mr Stitfall has complained about Zurich applying a Market Value Reduction (MVR) to his benefits under thePolicy Number 04262480 (the Policy). The Ombudsman’s determination and short reasons The complaint should be upheld against Zurich because Mr Stitfall claimed his benefits in accordance w …

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The Vauxhall Motors Limited Pension Plan (73149)

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Mr Dennis disagrees with the decision of the Trustees of the Plan to stop payment of his Incapacity Pension. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because it cannot be said that the …

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Langdon Retirement Benefit (73142/1)

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Mr and Mrs Smith, the members of the Scheme, complain that Hartley, as trustee and administrator of the Scheme, failed to keep a complete copy of a document entrusted to them. As a result, Mr and Mrs Smith say they were unable to prove their interest in a piece of land and suffered …

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Mr Anderson’s complaint is that the Trustees: failed to give effect to the Rules of the Scheme and that, as a result, he has been wrongly denied the benefits to which he is entitled; delayed dealing with his complaint under the Scheme’s Internal Dispute Resolution Procedure (ID …

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Royal Mail Pension Plan (the Plan) (74946/2)

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Mr McGurk complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Plan in distributing the death benefit which arose following the death of his father, Martin McGurk. The Trustee exercised its discretion to award a proportion o …

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Windsor Life Personal Pension (74017/1)

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Windsor, the managers of the PP failed to provide Mr Olden with annual review packs or written statements regarding his fund. As a result, Mr Olden claimed he suffered a financial loss. The Ombudsman’s determination and short reasons The complaint should be upheld against Windsor to the ex …

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