Mr Skinner’s complaint is that the Authority has wrongly refused his application for Permanent Injury Benefit (PIB) from the Scheme because it continues to apply an incorrect test. The Pensions Ombudsman’s determinati …

Abbey charged a fee of £206.30 (2.5% of the fund’s transfer value) when Mr Higman opted to move the balance of his fund to Legal and General Group plc (Legal and General) using the Open Market Option (OMO) Mr Higman claims that Abbey is not entitled to charge for using this option and even i …

Mr Banks says that both the Trustees and Countrywide delayed the transfer of his benefits to his new providers, because they prioritised a bulk transfer of the Scheme membership. When his transfer was eventually completed his fund value had d …

Mr Jaszczyk complains that East Riding of Yorkshire Council (ERYC) his former employer and the administering authority in relation to the Scheme, wrongly turned down his application for early payment of the Scheme benefits on compassionate grounds and also did not deal with it on a timely ba …

Mr Dias-Jayasinha claims that Prudential’s failure to contact him before his 75th birthday led to him missing out on taking the 25% tax free cash sum from one of his personal pension policies under the Scheme. His wife is representing him in this matter. The Pensions Ombudsman’s determination and short reasons The c …

Reverend Bowman’s complaint was described by His Honour Judge Stewart QC in judicial review proceedings referred to further below and, in summary, is that: the Trustees, in December 1997, actually agreed in effect to pay his pension monies into the Scheme (unknown to him until December 2007) …

Mr Phillips alleges that AVIVA and James Hay delayed in effecting a transfer of funds from his Norwich Union SIPP to the James Hay SIPP between April and October 2008. As a result, Mr Phillips …

Mr Cloke alleged that AVIVA and James Hay delayed in effecting a transfer of funds from his Norwich Union SIPP to the James Hay SIPP between April and October 2008. As a result, Mr Cloke claim …

Mr Coltman says that his employer, HMRC, should have awarded an ill health early retirement pension under the Scheme following his dismissal on 21 August 2003. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because …

There are five parts to Mrs Dobbs’ complaint against the Council: they have failed to provide proper evidence of how her final salary for pension purposes was calculated; they made a number of errors when calculating her retirement benefits; they made improper deduct …