Ombudsman’s Determination

Outcome

Ombudsman’s Determination

Outcome

Mrs Hines asserts that James Hay caused a delay in transferring funds from her self-invested personal pension plan (SIPP) which resulted in less funds being available for the purchase of an annuity. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld because James Hay’s act …

Mr Cryer complains about a delay in transferring his entitlement fr …

Mr Bolton says that Scottish Mutual caused a delay in the transfer of the value of his policies with them to his annuity provider so that his annuity commenced one month later than expected, and payment of the lump sum was also late. The Pens …

Mr von Simson’s complaint concerns delay in the processing of a transfer request as a result of which he claims to have suffered a loss in the value of his pension fund. Buck and the Trustee deny that there was any ma …

Mr A Grievson has complained 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 complains that: the transfer valuation process has been unfairly prejudicial; and t …

Mr Jones alleges that Alexander Forbes, in …

Mr Sheach complains that the transfer of his stakeholder pension with AVIVA into the Scheme resulted in an unexpected reduction in the compensatory added years provided by North Lanarkshire. The Pensions Ombudsman’s determination and short re …

Mr Sweeney complains of maladministration by the causing a transfer of benefits from Lincoln to the Scheme to be unduly delayed and resulting in financial loss to him. The Pensions Ombudsman’s determinatio …