Mr von Simson’s complaint concerns delay in the processing of a transfer request as a result of which he claims to have suffered a loss in the value of his pension fund. Buck and the Trustee deny that there was any ma …

Mrs Magill complains that NHSBSA have wrongly refused her application for Permanent Injury Benefits (PIB) from the Scheme. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA because they have reached their decision in a proper manner. …

Mr A Grievson has complained against Mr N Grievson as a trustee of the Scheme, Calberto Ltd, as principal employer of the Scheme and Brewin Dolphin as administrators of the Scheme. He complains that: the transfer valuation process has been unfairly prejudicial; and t …

Mrs Ioannou says that Aviva failed to make the appropriate checks to ensure that the benefits under the Plan were paid to her father and that as a consequence his estate was reduced on his death. The Pensions Ombudsman’s determination and short reasons The complaint …

Essentially, Mr Richards’ complaint is that AVIVA: failed to fully comply with his instructions given on 19 June 2008 to switch all the investments held in both the “pre-retirement” and “post-retirement” pension portfolios of the Plan into the Cash fund; having paid the maximum tax free cash lump sum of £12,258 from …

Mr Harris complains that Calder and the Trustees: failed to take into account subsistence payments in his final pensionable earnings (FPE) for the purposes of calculating his retirement benefits; and reduced his early …

Mrs Crosby complains that Windsor Life did not provide her with a retirement quotation on a timely basis before her Selected Retirement Date (SRD) of 25 August 2008, her 60th birthday. As a consequence of this failure, she says that she has n …

Mr Lloyd has complained that as a result of his instructions not being followed, his pension transfer was processed too soon and as a consequence the available fund value was reduced. The Pensions Ombudsman’s determination and short reasons The complaint should be up …

Mrs White considers that the lump sum death benefit and dependant’s pension paid to her from the Plan on the death of her husband, Mr William White, have been incorrectly calculated. In particular, she says that the b …

Mr Sheppard ‘s principal complaint is that the Trustees and Artemis have wrongly refused to award him an early retirement pension due on his redundancy. He also complains that: Artemis failed to draft the Scheme Rules correctly; failed to inf …