Mrs Walsham-Wheeler complains that she: was not granted ill-health retirement benefits from active status, and was misled into believing her deferred pension could be enhanced after it had been put into payment. The D …

Mrs Noble says that: she was incorrectly advised by Terra that the Rules of the defined contribution scheme did not allow her account to be transferred to a …

Mr Golding’s complaint is that Winterthur, in their capacity as the manager of the TIP, delayed in disinvesting his portfolio assets and transferring them in a timely manner to his Self Invested Personal Pension Plan (SIPP) with h …

Mr Perera’s complaint is that when the Trustee decided to grant him an early ill health retirement pension on 18 March 2008 it failed to backdate it to 2001. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the Truste …

Mr and Mrs Eldred have complained about a delay in being able to draw a tax free cash sum and income from their policies, which they assert caused them financial loss. They say that t …

Miss X made a complaint to the Pensions Ombudsman in 2005, in which she alleged: her application for an Injury Allowance under Regulation 34 of the Local Government (Discretionary Payments) Regulations 1996 had been improperly rejected; there was a delay in her being awarded an ill-health retirement pension whic …

Mr Harold disagrees with the decision of Standard Life as Plan manager to apply a. Unit Price Adjustment (UPA). of £49,255 to the portion of his Plan fund invested in their With Profits Fund (WPF) on transfer into his new employer’s fina …

Mr Samuel’s complaint is that compensation payments paid in 2005, 2006 and 2007 in respect of lieu days credited to the “Bank 2 Scheme” (an arrangement to compensate for bank holidays worked) should be treated as pensionable. The Pensions Ombudsman’s determination and short r …

Mr Rath complains: about the proper appointment of individuals as trustees of the Scheme and individuals who were appointed as trustees were not involved in making decisions; that the trustees have been biased in favour of the employer in r …

Dr Walker’s complaint is that: Medway terminated Dr Walker’s membership of the Teachers’ Scheme in August 2002 without his knowledge or approval, and against his wishes. He was not issued with leaflet 735 (the leaflet is described in the appendix to this report) which would have set out the options …