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 …

Miss Harrison complains that Mr and Mrs Harrison as fellow trustees have failed to conclude the transfer of her entitlement from the Marsten Trust SSAS. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be uphe …

Mr Hastings’ complaint against the Prudential is that they caused a delay in processing a transfer of funds to Just Retirement Limited. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the Prudential as the time taken to trans …

Subject

Mr Dyer’s complaint is about his entitlement to have two (split) pensions under the rules of the Firefighters’ Pension (Wales) Scheme 1992 (“the Scheme”) in respect of his service up to and after 23 April 2006and the decision by South Wales Fire & Rescue Service (“SWF&RS”) that he is not entitled to this.

The Deputy Pensions Ombudsman’s determination and short reasons

Subject

Mr Hinge’s complaint, which is against Phoenix Life, is that over the period 2010 to 2013:

Subject