Mrs Oliver says that her partner, Mr K Dommett, relied on incorrect information given to him by the Trustee when making provision for her in the event of his death. She understands that she has no entitlement to benefit under the Scheme but believes …

Mrs Hines asserts that James Hay caused a delay in transferring funds from her self-invested personal pension plan (SIPP) which resulted in less funds being available for the purchase of an annuity. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld because James Hay’s act …

Mrs Mullarkey has complained about the NHSBSA’s refusal to award her an injury benefit from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the NHSBSA because in the course of Mrs Mullarkey’s employme …

Mr Little has complained that the have failed to inform him of changes to the Scheme’s regulations which affected his ability to continue to make additiona …

The Employer and the Trustees denied Mrs W her right to apply for a pension on ill health grounds whilst she was in active service. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld, in part, against the Employer and the Trustees because payment of Mrs W’s deferred pension ought prop …

Mr Perry says that the Trustees: failed to contact him with details of his benefits prior to his Normal Retirement Age (NRA) failed to inform …

The complaint from the Executor of the Estate is that, QM had a duty of care to inform Miss Lawson of the option to commute her benefits at the time she applied for ill health early retirement …

Abbey continued to send annual statements for one of four Scheme policies set up for Mr McCarthy, despite the funds for that policy having been previously transferred to one of the other policies. Mr McCarthy says he extended his mortgage by £15,000 based on informat …

Mrs Fisher’s complaint against the Council is that they have wrongly refused her application for ill-health early retirement and either failed to respond or caused unnecessary delays in dealing with her application. The Pensions Ombudsman’s determination and short re …

Mr Atkinson disagrees with the decision not to award him ill health retirement. He also disagrees with the Company’s interpretation of the Scheme Rules. The Pensions Ombudsman’s determination and short reasons The complaint shoul …