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Phoenix Life Personal Pension Plan (CAS-56595-R8D7)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr H’s complaint, and no further action is required by Phoenix Life.

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(CAS-67622-R2B2)

Complainant:
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Ombudsman’s Determination

Outcome

The complaint is not upheld against the Respondents because whilst some delays arose, this was due to confirming information that was reasonably necessary and relevant, and the delays were not excessive and did not breach the statutory time limits.

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Prudential Staff Pension Scheme (CAS-62662-W0F1)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr N’s complaint and no further action is required by the Trustee or the Administrator.

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Smiths Industries Pension Scheme (CAS-90329-R7N2)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr E’s complaint, and no further action is required by the Trustee or the Administrator.

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AXA Group Pension Scheme (CAS-36327-J6S3)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr G’s complaint and no further action is required by the Trustee.

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Fraser Douglas Marketing Limited Retirement Benefit Scheme (CAS-70319-T7R0)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr Y's complaint, and no further action is required by Aviva. 

Complaint summary

Mr Y complained that Aviva incorrectly deducted commission from a single premium lump sum he paid into the Scheme.

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Alloy Sales Limited Executive Pension Scheme (CAS-49148-R5W6)

Complainant:
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Ombudsman’s Determination

Outcome

Mr N’s complaint is upheld and to put matters right the other Member Trustees and Rowanmoor shall carry out the directions detailed in paragraphs 29 and 30 below. 

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Judicial Pension Scheme 2015 (CAS-76105-K4V1)

Complainant:
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Ombudsman’s Determination

Outcome

Mr E’s complaint is upheld in part. MoJ and XPS shall pay £500 each (and so £1,000 in total) in recognition of the serious distress and inconvenience caused to Mr E.

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ExxonMobil Pension Plan (CAS-79622-T6S2)

Complainant:
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Ombudsman’s Determination

Outcome

I do not uphold Mr L’s complaint, and no further action is required by the Trustee or WTW.

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Fidelity Retail Pension Scheme (CAS-82915-B7C0)

Complainant:
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Ombudsman’s Determination

Outcome

Mr S’ complaint is upheld and to put matters right Fidelity shall pay £1,520.80 to Mr S.

In addition, the Employer shall pay Mr S £1,000 for the serious distress and inconvenience it has caused him, taking into account any amount already paid. 

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