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 …

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 …

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 …

Mr Phillips alleges that AVIVA and James Hay delayed in effecting a transfer of funds from his Norwich Union SIPP to the James Hay SIPP between April and October 2008. As a result, Mr Phillips …

Mr Cloke alleged that AVIVA and James Hay delayed in effecting a transfer of funds from his Norwich Union SIPP to the James Hay SIPP between April and October 2008. As a result, Mr Cloke claim …

Mr Price complains that Towry, in their capacity as the SIPP administrator, on receipt of his transfer instructions in December 2009, allegedly failed to make him aware that as a small proportion of the SIPP assets had been invested in a hedg …

The Applicants say that Rowanmoor Group Plc, trading as Rowanmoor Pensions, has delayed the processing of a fund switch request and as a result a financial loss has been caused. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Rowanmoor because …

Mr Ashpole is complaining about Aegon as the managers of the SIPP because of the delay in processing his transfer to Alliance Trust. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be partially upheld because the delay caused Mr A …

Mrs Stevenson complains that alleged delays on the part of Aon Hewitt (Hewitt) the Scheme administrator, and AVIVA, the Plan administrator, in effecting a transfer of her money purchase benefits in the Scheme into the …

Mr Shannon complains that AEGON delayed in transferring funds from the Scheme to his employer’s pension fund. As a result he considers he has suffered a loss because the transfer value actually paid was less than he anticipated. He is looking to AEGON to make up the …