Mr Wilson has complained that the Trustee and JLT provided incorrect information and incomplete transfer values and failed to keep adequate records of his AVC. As a consequence, Mr Wilson says that his transfer was not completed in a timely manner. The Deputy Pension …

Mr Pointer’s complaint is that Arbuthnot Pension Trustees Ltd (APT) the Scheme’s administrator and professional trustee, failed to advise or inform him of the true financial position of Commercial Property Investment Group (CPIG) and allowed the reinvestment (in 2005) of his matured loan not …

Mrs Davis’ complaint against Windsor Life concerns its handling of an order by the Court on her divorce assigning 100% of the value of her husband’s (Mr Davis) policy under the Plan. Specifically, she complains that: having received details of the pension share, Wind …

Mrs Hendry, Mr Hendry’s widow, complains that the Trustee did not involve her in the gathering of evidence prior to deciding how Mr Hendry’s lump sum death benefit should be distributed. In consequence she says that the decision should be reconsidered. The Deputy Pen …

Mr Malandrinos’ complaint is that the Scheme should have been wound up when he retired in 1990 and his benefits secured by the purchase of a policy in his sole name rather than in the name of the trustees of the Scheme. Had this been done the surplus which has since built up under the Scheme …

Mr Roper complains that NHSBSA have wrongly declined his application for early payment of his preserved pension benefits (EPPB) on the grounds of ill health from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA beca …

Miss Lavelle complains that NHSBSA have wrongly declined her application for early payment of her preserved pension benefits (EPPB) on the grounds of ill health from the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA …

Ms Richardson complains that NHSBSA have allegedly: wrongly refused her application for Temporary Injury Allowance (TIA) on the basis that her back injury was not wholly or mainly attributable to the duties of her NHS employment; and failed to offer an award for her …

Mr Marshall disagrees with the decision of the current trustee of the Grampian Scheme, ITSL, not to classify the benefits resulting from a special employer contribution of £320,000 as a money purchase (defined contribution) benefit. He also says that if it is not so …

Mr Shackleton has complained that his application for ill health early retirement has been prematurely closed. He has also complained that Scheme members have not been informed about changes to their pension rights. The Pensions Ombudsman’s determination and short reaso …