Mr Forbes Buckingham complains about having relied to his detriment on an incorrect quotation issued by the Trustees of the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint is not upheld because Mr Forbes- …

Mrs A says that the Council, as Scheme Manager, and Serco (formerly ITNET) (as Administrator) incorrectly informed her in 2005 that her LGPS benefits accrued prior to 1 April 2001 had been transferred to the East Sussex Pension Fund and subse …

Mr Lambden has complained that his service was overstated and so he believed he could draw his pension at age 50. The Pensions Ombudsman’s determination and short reasons The complaint should be partly upheld against the Authority because Mr Lambden was caused significant distress and inconv …

Mrs Henderson says that she was given incorrect advice prior to leaving service to the effect that she could still apply for an ill health early retirement pension under the Scheme up to six months after leaving service, even if she were in r …

Mr Russell-Rickards’ complaint concerns: Being issued with an incorrect Personal Benefit Statement (PBS) which led him to believe he could transfer his benefits from the Armed Forces Pension S …

Mr Phillips is complaining that the Trustees and the Administrators gave him incorrect information regarding: His deferred benefits in the Defined Benefits (DB) Scheme; and He was told that he would be able to take 25 …

Respondents. Lothian Pension Fund (Lothian). Mr A says that Lothian repeatedly sent him incorrect information regarding his deferred pension benefits under the Scheme, in particular that they were payable from age 60 and included a tax free cash sum. He says that he relied on this information to his detriment and claims financial loss of £14,8

Mr Wilson has complained about being incorrectly informed that he would be able to take immediate unreduced pension benefits on being made redundant. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against OCC, as managers of the Scheme, because Mr Wil …

Mr Lee has complained that he relied on incorrect information provided by Aviva as to the level of benefits he would receive on retirement in deciding to take voluntary redundancy. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Aviva to the e …

Mrs Dipple has complained that her late husband was not told that, by taking his pension whilst continuing to work, he would not be eligible for death in service cover. The Pensions Ombudsman’s determination and short reasons The …