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Allen & Overy Capita SIP Services Self Invested Personal Pension (82206/1)

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Mr Myers complains that alleged delays on the part of Capita in effecting a transfer of the Plan benefits available to him have resulted in a significantly lower amount being transferred to James Hay. He also claims that he has suffered distr …

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AEGON Scottish Equitable Personal Pension Policy (82345/1)

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Mr Thomas complains that delays on the part of AEGON (which is a brand name of Scottish Equitable plc) in effecting a transfer of funds to his new pension provider lost him the opportunity to invest £500,000 in a two years savings bond offering interest at a fixed ra …

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Zurich Flexible Drawdown Plan (82225/1)

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Mr Scholes complains that delays caused by James Hay and Zurich led to a reduction in the transfer value of his self invested pension plan. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against James Hay because it con …

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J P Morgan Ivestment Trust Pension Account (82004/2)

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Mr Moir’s complaint is that Capita and/or JP Morgan delayed the transfer (in specie and cash) of his investments in the Plan to Alliance Trust Savings Limited (ATS) The Pensions Ombudsman’s determination and short rea …

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Severn Trent Supplemental Pension Scheme (77807/2)

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Mr Brown says that his unfunded benefit under the Supplementary Scheme and the responsibility for paying it was transferred from Severn Trent PLC to BWSL following the demerger of the Biffa gr …

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Prudential Personal Pension Plan (85892/1)

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Mr Botting has complained that a delay in completing a transfer of his personal pension plan from Prudential to Aegon has resulted in financial injustice. When he received a quotation from Prudential in May 2008 the transfer value quoted was £33,136.34. When the tran …

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Mr Carpenter says that he has suffered a currency loss because Scottish Widows delayed the transfer of his funds to an overseas provider. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Scottish Widows because, due to their delay, Mr Carpenter …

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Principal Civil Service Pension Scheme (79352/1)

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Mrs Ainley’s complaint concerns the consequence of incorrect guidance that was issued by Cabinet Office and applied by Xafinity Paymaster when calculating a pension sh …

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Whytes Retirement Benefits Scheme (79902/3)

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Mr Terence Whyte complains that: His brother, Mr Richard Whyte, who was one of the trustees of the Scheme, refused to sign a new trust deed in 2010 with the result tha …

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Principal Civil Service Pension Scheme (85911/1)

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Mr Crowden disagrees with Cabinet Office’s view that he has incurred no financial loss as a result of the Department for Work and Pensions (DWP) belatedly providing the equivalent value of his Guaranteed Minimum Pension (that is the Protected Rights Value – PRV) He considers Cabinet Office’s …

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