Ombudsman’s Determination

Outcome

I do not uphold Mr S’s complaint and no further action is required by NHSBSA.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr S’s complaint against NHSBSA is about their refusal to allow him to transfer his benefits to his chosen provider due to restrictions that came into effect on 6 April 2015.

Ombudsman’s Determination

Outcome

I do not uphold Mr I’s complaint and no further action is required by Aon Hewitt.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr I has complained that Aon Hewitt, the scheme administrator acting on behalf of the trustees of the Plan (the Trustees), has not allowed him to transfer his benefits under the Plan to another pension arrangement, and that this has caused him financial loss and distress.

Ombudsman’s Determination

Outcome

I do not uphold Mr O’s complaint and no further action is required by NHSBSA.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

I do not uphold Mrs H’s complaint and no further action is required by Teachers’ Pensions.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mrs H’s complaint about Teachers’ Pensions is that it failed to issue a transfer value quotation in time for her to submit a completed Discharge form by 5 April 2015 (the Deadline). Mrs H says she needed the funds to start a new venture after deciding on a change of career.

Ombudsman’s Determination

Outcome

I do not uphold Mrs E’s complaint but one point of action is required by the Trustees.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

I do not uphold Mr G’s complaint and no further actions are required by R&Quiem Financial Services Ltd (R&Quiem) or Scottish Widows.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Miss H’s complaint is upheld and to put matters right Fast Pensions should respond to Miss H’s questions regarding the status and value of her pension fund, and assist her in exercising her statutory right to a transfer.  Fast Pensions should also pay Miss H, £1,000, to reflect the distress and inconvenience caused to her by their maladministration.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mr R’s complaint against Fidelity is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld), Fidelity should make a further compensation payment to Mr R to reflect the distress and inconvenience he suffered as a result of the maladministration identified.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Miss N’s complaint is upheld and to put matters right Fast Pensions should contact Miss N and assist in allowing her to exercise her statutory right of a transfer to a pension provider of her choice.  Fast Pensions should also pay £1,000 to Miss N to reflect the distress and inconvenience caused to her by their maladministration.

My reasons for reaching this decision are explained in more detail below.

Ombudsman’s Determination

Outcome

Mr E’s complaint against LCC is partly upheld, but there is a part of the complaint I do not agree with. To put matters right (for the part that is upheld) LCC should pay Mr E £750 in recognition of the non-financial loss he has suffered.

My reasons for reaching this decision are explained in more detail below.

Complaint summary

Mr E is complaining that LCC: