Mr Woodall complains that he was improperly refused an incapacity pension. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Automobile Association Limited because it did not fully comply with the requirements of the Scheme Rules when it considered Mr Woodall’s ap …

Essentially, Sir Peter Gershon’s complaint is that James Hay (as trustee and administrator of the Plan) and Fidelity (carrying out an act of administration in relation to the SIPP) delayed the completion of an investment instruction. The Deputy Pensions Ombudsman’s determination and short re …

Mr Scholes complains that delays caused by James Hay and Zurich led to a reduction in the transfer value of his self invested pension plan. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against James Hay because it con …

IGE (USA) Pension Trustee Limited (the Trustees) the Trustees of the GE Pension Plan (the Plan) and Pensions & Benefits Services Limited (PBSL) , the administrators of the Plan incorrectly advised Mr Jansen of the deadline to respond and having missed the deadline th …

Mr Howell has complained that he was not advised that Singer UK had gone into administration or that the Scheme was not fully solvent. Mr Howell says that, had he been provided with this information, he would have moved to the North East of England and subsequently had to move bac …

Mr Moir’s complaint is that Capita and/or JP Morgan delayed the transfer (in specie and cash) of his investments in the Plan to Alliance Trust Savings Limited (ATS) The Pensions Ombudsman’s determination and short rea …

Mr A Grievson originally brought a complaint 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 complained that: the transfer valuation process was unfairly prejudicial; and the transfe …

Essentially, Miss Jackson’s complaint is that she has been wrongly refused a Permanent Injury Benefit (PIB) The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Authority as they have not properly considered whether Miss …

Mr Briggs complains that Teachers’ Pensions and the Department for Education (DfE) require recovery of an overpayment as a result of his pension being an “age related” award (Age Benefits) although he applied for, and was told he had been awarded, actuarially reduced …

Ms Lunney complains that alleged delays on the part of the Scheme Trustees and NIPSA, her former employer, in considering and processing her ill health early retirement application has caused her financial hardship. S …