Skip to main content

Royal Mail Pension Plan (85040/1)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Royal Mail Pension Trustees Ltd and Royal Mail Pension Service Centre, together with Phoenix Limited delayed completing the transfer of Mr Entwistle’s benefits. The Deputy Pensions Ombudsman’s determination and short …

View determination

Download

Related decisions

Local Government Pension Scheme (81590/2)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Mr Wood’s complaint is stated in his application form as: That through their separate and collective maladministration Devon Pension Services, the National Care Standards Commission and Teesside Pension Fund failed to ensure the proper transfer of my pension rights w …

View determination

Download

Related decisions

Co-operative Personal Pension Plan and Scottish Equitable Personal Pension Plan (89489/2)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Mr Batt complains of the loss of his investment as a result of the transfer of his funds from Scottish Equitable plc tothe Co-operative Insurance Society Limited. not being completed.. …

View determination

Download

Related decisions

Virgin Money Stakeholder Pension Plan (PO-618)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Mr Finn’s complaint is about the delay in transferring his benefits from Virgin to Canada Life. As the transfer was not completed before his 75th birthday, Virgin issued the value of Mr Finn’s fund to him by cheque, minus an unauthorised payment charge of 55% The Pension …

View determination

Download

Related decisions

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Dr Williams complains that HL delayed transferring the investments in his SIPP to Alliance Trust. He claims that the transfer should have taken place in January 2010 but was not completed until April 2010. During this period his investments were mostly converted into …

View determination

Download

Related decisions

Sun Life Financial of Canada (PO-483)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Mrs Hobin complains about the delay in transferring her benefits to Just Retirement to set up an annuity under the Open Market Option. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Sun Life Financial because the time taken …

View determination

Download

Related decisions

Spring Steel (Productions) Ltd Executive Retirement Benefits Scheme (81951/2)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Miss Caroline Goss complains that the Responding Trustees of the Scheme have prevented her from transferring her entitlement under the Scheme to an arrangement with another provider. The Deput …

View determination

Download

Related decisions

Winterthur Life Self Invested Personal Plan (PO-599)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:
Appeal:

Mr Spicer complains that Friends Life delayed in effecting a transfer of funds from his SIPP to another pension provider. Mr Spicer claims to have suffered a financial loss as a result, because he was unable to follow his planne …

View determination

Download

Related decisions

Scottish Equittable PPP (PO-660)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Mr McCann complains that AEGON failed to transfer the full value of his plan and are unable to justify the lower amount actually transferred. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against AEGON because, in my view, they have failed to produce a consistent reliable set of figures to justify the lowe …

View determination

Download

Related decisions

MetLife Personal Pension Scheme (PO-471)

Complainant:
Complaint Topic:
Ref:
Outcome:
Respondent:
Type:
Date:

Mr Graves’ complaint is that MetLife, the managers of the Scheme, caused a delay in affecting a transfer of funds to Partnership Assurance, resulting in a lower annuity amount being payable. The Deputy Pensions Ombudsman’s determination and short reasons The complaint cannot be upheld as MetLife completed the …

View determination

Download

Related decisions

Subscribe to Transfers: general