Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by Equiniti or the Trustee.

Ombudsman’s Determination

Outcome

Mr T’s complaint against MyCSP and the Cabinet Office 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, MyCSP shall pay Mr T an additional £500 for the serious distress and inconvenience caused.

Ombudsman’s Determination

Outcome

Miss H’s complaint against the Trustee 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, the Trustee should pay Miss H £500, for the significant distress and inconvenience she has experienced.

Ombudsman’s Determination

Outcome

I uphold Mr L’s complaint in part, in respect of the serious distress and inconvenience caused to Mr L by Capita’s maladministration.

Ombudsman’s Determination

Complaint Summary

Mrs A’s complaint against the Trustees and the Administrator is about a delay providing her with a revised cash equivalent transfer value (CETV) quotation.

Summary of the Ombudsman’s Determination and reasons

The complaint should upheld against the Administrator because it took too long to provide an invoice in respect of a second CETV upon Mrs A’s request.

Ombudsman’s Determination

Outcome

I do not uphold Mr T’s complaint.

Complaint summary

Mr T has complained that he should have been paid interest for the time it took to complete his transfer-out of the OBSPS. The OBSPS closed to any future accrual of benefits on 31 March 2017, and Mr T transferred-out on 5 March 2018. Mr T has complained that he should have received interest for this period.

Ombudsman’s Determination

Outcome

I do not uphold Mr H’s complaint and no further action is required by the Trustee or the Administrator.

Complaint summary

Mr H is unhappy with the length of time taken by the Administrator to process his cash equivalent transfer value (CETV) illustration request, and also the value of the CETV illustrations that he received. Mr H would like compensation for the distress and inconvenience caused and for the loss of opportunity to transfer his Scheme benefits.

Ombudsman’s Determination

Outcome

I do not uphold Mrs R’s complaint and no further action is required by the Old Trustee or the New Trustee.

Ombudsman’s Determination

Outcome

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

Complaint summary

Mr I’s complaint is two-fold. First, he has complained about the delays in providing him with a cash equivalent transfer value (CETV) illustration. Second, he has complained that he was unable to transfer his benefits from the Scheme, as he was within a year of his normal retirement date (NRD).

Ombudsman’s Determination

Complaint Summary

Ms N’s complaint against APTL and Phoenix Life concerns the decision to refuse a transfer of her pension.

Summary of the Ombudsman’s Determination and reasons

The complaint is upheld against Phoenix Life because it is ultimately responsible for Ms N being denied the opportunity to transfer.