Mr Robinson’s complaint is that Capita delayed the transfer of funds (specifically two Bank of Scotland (BoS) Bonds) from the Plan to his new SIPP with Hornbuckle Mitchell, which caused him a financial loss since he was not able to execute the investment strategy that he wished to. The Pensi …

Mrs Hill complains that: she was not provided with information about her retirement options at the appropriate time; transferring her preserved benefits took too long. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Polestar Pension Trustees Li …

Miss Dean’s complaint is that the Council has refused to grant early payment of her LGPS benefits. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because although the Council may initially have fettered its discretion by failing to consider whethe …

Mr Buttery’s complaint, which is against Schering-Plough and the Trustees, is that: he suffered a loss of cost of living increments from 1 January 2008; while complaining about the cost of living increments, a further …

Mrs Hardy says she has been wrongly refused an attributable widow’s pension from the AFPS and instead she receives a widow’s pension at the non-attributable rate. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because there are no grounds on which …

Mrs Grant believes that NHS Pensions have wrongly refused her a Permanent Injury Benefit (PIB) The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against NHS Pensions to the extent that they failed to obtain a proper assessment of Mrs Grant’s Perma …

Mrs Chapman’s complaint is that following her husband’s death she was not paid death benefits from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint sho …

Mr Bailey alleges that Freedom, in their capacity as managers of the SIPP, delayed the return of his initial deposits following the failed purchase of two French properties. He also claims that Freedom deducted variou …

Mrs Warden complains that when she retired she did not receive a pension from the Scheme in respect of a period of service during which contributions to the Scheme had been deducted from her salary. The Deputy Pension …

The complaint is that Scottish Life led Mr C Andrews’ accountant to believe that the Contract was held under trust with Mr C Andrews’ sons as beneficiaries. The sons now seek a payment from Scottish life of 137,188 to compensate for inherita …