Mr Grummitt has complained that Namulas (now part of Windsor Life) delayed signing forms as trustee of the Scheme, causing investment losses. The Pensions Ombudsman’s determination and short reasons The complaint should be in part upheld against Windsor Life because Namulas took fees to account for trustee services …

Mr Upjohn complains that the Trustee: erred in its decision not to award him an incapacity pension from active membership of the Scheme; was obstructive and unhelpful and failed to provide him with information regarding what was needed to mak …

Mrs Parsons disagrees with the reconsidered decision made by Barclays on 18 April 2008 in regards to her application for an ill health early retirement benefit from the Scheme. In particular she claims that: Barclay’s medical adviser, Dr Schenk, was asked to carry out a full consideration bu …

rs Stephenson says that the Council: misled her into believing that she could retire early in March 2006; refused to release her pension early on compassionate grounds. The Pensions Ombudsman’s determination and short reasons The complaints …

Miss Bonninga complains that Surrey did not exercise its discretion in her favour to award her Compensatory Added Years (CAY) when she retired after being made redundant. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because there is no evidence …

Mr Copestick’s complaint is that Teachers’ Pensions (TP) (part of Capita Business Services Limited) incorrectly advised him that he was entitled to membership of the Scheme. Had he known that this was not the case, he would have made alternative arrangements. It is now too late for him to do …

Mrs Angus disagrees with the decision not to grant her ill health retirement. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHS Pensions because the decision not to grant Mrs Angus ill health retirement was properly reached. DETAILED DETERMINATION Material Facts Mrs Angus applied for ill …

Mr Lloyd has complained that BVT did not advise him that his ill health was sufficiently serious to warrant a referral to the SIPS Trustee for possible ill health retirement. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against BVT because they took …

Professor Alexander complains that Prudential, as manager of the USS AVC arrangement (UAVC) improperly persuaded him to contribute to the UAVC; and did not carry out a transfer of his UAVC fund into the main USS in time for his first pension …

Mr McLeish’s complaints are against Independent Trustee Services (the Trustee) Barnett Waddingham (the new administrator) and Eagle Star (now Zurich) (the old administrator) The complaints he …