Mr Speed complains, as a member, that two of his fellow trustees, Messrs Burrell and Salter, are preventing him from receiving his full retirement benefits from the Scheme by refusing to accept the Rules of the Scheme a …

Mr McDonald has complained that the benefits he received when he retired in April 2009 were not based on a letter dated 1 February 1997 and were reduced by reference to an old tax regime. Th …

Mr Lee has complained that he relied on incorrect information provided by Aviva as to the level of benefits he would receive on retirement in deciding to take voluntary redundancy. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Aviva to the e …

Dr Karmarkar says: Standard Life failed to follow his instructions to invest part of his AVCs in the Sterling One Fund in the lead up to his retirement; Standard Life failed to provide JLT with the fund value; and Sta …

Miss Kemp says that following the death of her son on 21 September 2009, SPVA incorrectly recognised his former girlfriend (Miss R) as a surviving adult dependant under the terms of the Armed Forces Pension Scheme Ord …

Investigator’s decision letter and Ombudsman’s determination in a complaint concerning restrictions on “basic pay” for pension purposes.Mr J Bradbury. Our 82214/2/WLAM 24 October 2011 Dear. Mr Bradbury. Thank you for your letter of 20 October 2011 regarding the above Scheme. Af …

Mr Hunter says that: when his contract of employment passed from. Imperial Chemical Industries (. ICI) to Atos Origin in 1996 the terms of the ICI Pension Fund continued to apply and consequently Atos Origin and /or the Tru …

Miss Brown complains that when considering the payment of death benefits available upon the death of her brother, the Trustee’s wrongly: treated her brother as a deferred member; and rescheduled the Trustee’s meeting of 18 September 2010. The …

Mr Richards says that James Hay conducted a post A-Day Conversion Review of his income drawdown arrangement after 6 April 2006, but before he made his annual income withdrawal in June 2006. The effect of this was that he used a greater proportion of his Standard Life …

Mr Gardner says that the Authority reached a perverse decision when it refused to grant him an ill health early retirement pension under the Regulations. He says that the Authority caused undue delays to the process and was driven by targets to reduce the number of i …