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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 …

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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 …

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Towry Self Invested Personal Pension Policy (80179/1)

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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 …

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The Hoyle and Dean Pension Plan (81777/1 & 81782/1)

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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 …

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Scottish Equitable Self Invested Personal Pension (the SIPP) (81010/2)

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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 …

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(1) Marshall Group Pension and Life Assurance Scheme (2) AVIVA Stakeholder Pension Plan No: SM93382790 (81817/2)

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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 …

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AEGON Scottish Equitable Personal Pension Scheme (81073/2)

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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 …

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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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