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.. …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

Mrs Richards complains about: Teachers’ Pensions in relation to the delay in transferring her benefits to another provider; and the Department for Education in relation to their subsequent handling of the matter. The Pensions Ombudsman’s determination and short reasons The complai …

This case concerns a dispute between the trustees (who are also the beneficiaries) of a small self-administered pension …