Mr Fisher says that the Trustees have not taken adequate measures to ensure that the independent medical adviser (IMA) will consider his application for chronic ill-health retirement in accordance with the Scheme rules (the Rules) He has reservations about the conduct and su …

The applicants, who are all trustees and members of the Pentos Forman Small Self Administered Scheme, complain that Mrs N Bakewell failed to properly carry out her duties as a trustee, and that as a result they were d …

Mrs Stevenson complains that alleged delays on the part of Aon Hewitt (Hewitt) the Scheme administrator, and AVIVA, the Plan administrator, in effecting a transfer of her money purchase benefits in the Scheme into the …

Ms Green disagrees with the decision of BA and the Trustees not to award her with an ill health early retirement pension from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against B …

Mrs Hiron complaint is against the Trust and NHS Pensions and is regarding the decision to reject her application for a temporary injury allowance (TIA) from the Scheme. The Deputy Pensions Ombudsman’s determination a …

Mr Middleton alleges that delays incurred by Seymour Mullens, the Fund adviser, in undertaking administrative tasks relating to the transfer of his share of the Fund assets to another pension arrangement have resulted in a significantly lower amount being transferred …

Mr Bryce complains that CDC has refused to support his application for Full Medical Retirement (FMR) under Rule 15.3 of the Rules that govern the Scheme. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against CDC because it wr …

Mr Wilson has complained about being incorrectly informed that he would be able to take immediate unreduced pension benefits on being made redundant. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against OCC, as managers of the Scheme, because Mr Wil …

Mr Atkinson-Zahm complains that. HMRC. and. CSP. in their capacity as PCSPS administrator and manager respectively did not bring properly to his attention that he would not be entitled to receive a full refund of his Widow’s Pension Scheme (WPS) con …

Mr Jones complains about: delay caused by both Aegon (a brand name of Scottish Equitable plc) and Mercer in providing him with the necessary information to decide on his benefits; and the way his complaint was dealt with. The Pensions Ombudsm …