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Phoenix Life (formerly Scottish Mutual) Personal Pension (77264/1)

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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 …

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UBS (UK) Voluntary Pension Scheme (77203/1)

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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 …

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Calberto Limited Pension Plan (48784/3)

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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 …

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L&F Jones Holdings LTD Retirement and Death Benefits Scheme (the Friends Providents CIMP)and L&F Jones Holdings Group Endowment Assurance Scheme (the Pearl CIMP) (72771/5)

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Mr Jones alleges that Alexander Forbes, in …

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Local Government Pension Scheme (78583/1)

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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 …

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The Pension Trust – SFHA (79383/1)

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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 …

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Countrywide Plc Pension Scheme (Defined Contribution Section) (80029/2)

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Mr Sprawson complains that payment of his transfer value was improperly delayed, and as a result he suffered a financial loss. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mercer Limited and BlackRock Pensions Limite …

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Windsor Life Assurance Company (79455/1)

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Mr Philips says that he suffered financial loss as a result of delays caused by Windsor Life in transferring his plan to an alternative provider. He says that Windsor Life delayed providing a valuation statement and transfer forms, then having once received his instr …

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Countrywide plc Pension Scheme (76452/3)

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Mr Banks says that both the Trustees and Countrywide delayed the transfer of his benefits to his new providers, because they prioritised a bulk transfer of the Scheme membership. When his transfer was eventually completed his fund value had d …

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