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 …

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 …