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 …

Mr Hunt’s complaint against Phoenix, the administrators of the Plan, centres on the delays and problems he experienced before he transferred his entitlement. He says that the delay prevented him from making a specific investment at a particular time and so has led to a financial loss. The Deputy Pensio …

Mrs Halse complains about delays and problems experienced when transferring her entitlement from her Standard Life Personal Pension Plan to her Hargreaves Lansdown personal pension. The Deputy Pensions Ombudsman’s determination …

Mr Stephens complains that delays on the part of Friends Life in effecting a transfer have resulted in the deadline date for a preferential annuity rate guarantee to be missed. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld aga …

Mr Harvey complains about the delay in transferring his benefits to Scottish Widows. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Prudential because it took too long to process his transfer request and he suffered financial loss as a result. DETAILED DETERMINAT …