Ombudsman’s Determination

Ombudsman’s Determination

Outcome

Ombudsman’s Determination

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

Mr Taylor complains of maladministration by TP, in that it allegedly misled him about the amount of salary he could earn without his pension being reduced. He says that, if he had been given the right information, he would have accepted a full-time post rather than a part-time post, and he c …

Mrs Scott complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative specifically advised against the alternative option of purchasing past a …

Mrs Oliver says that her partner, Mr K Dommett, relied on incorrect information given to him by the Trustee when making provision for her in the event of his death. She understands that she has no entitlement to benefit under the Scheme but believes …

Abbey continued to send annual statements for one of four Scheme policies set up for Mr McCarthy, despite the funds for that policy having been previously transferred to one of the other policies. Mr McCarthy says he extended his mortgage by £15,000 based on informat …

Mr Mellodey says that the Trustees gave him incorrect information regarding his benefits under the Plan upon which he relied to his detriment, both at the point he left service and subsequently . He only learned of the correct position shortly before his retirement. …

Mr Weedon says he transferred his personal pension plan from Scottish Widows to Friends Provident on 16 March 2006 based on an incorrect illustration. The Pensions Ombudsman’s determination and short reasons The compl …

Mrs Lane’s complaint is that Odeon and/or the Administrator provided her with incorrect information about the benefit she would receive from the Scheme which the Trustee now refuses to honour. The Pensions Ombudsman’s …