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Local Government Pension Scheme (85505/1)

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ERYC, as Administrating Authority in respect of the Scheme, incorrectly advised Mr Worby that he could defer taking his entitlement from the LGPS beyond his 60th birthday. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld …

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Stanplan F – Robert Prettie & Co Ltd (82297/1)

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Mr Allwood complains that JLT and Entrust, the administrator and trustees of the Plan respectively, supplied him with incorrect early retirement quotations in October 2008 showing considerably overstated benefits which he relied upon to his f …

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Stanplan F – Robert Prettie & Co Ltd (82035/1)

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Mr Haywood complains that JLT, the administrator of the Plan supplied him with an incorrect early retirement quotation in November 2008 showing considerably overstated benefits as at 31 March 2009 which he relied upon to his financial detriment by leaving employment early with his employer, …

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Health and Personal Social Service Superannuation Scheme (Northern Ireland) (85633/2)

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Mrs Connolly complains that she was provided with incorrect statements of the pension to which she was entitled, and took retirement in reliance on this. As a result, she has suffered financially, as well as undergoing distress and inconvenie …

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Essentially, Mrs Wainwright’s complaint is that NHS Pensions told her she could take early retirement at age 55 with no reduction in her benefits. She says she relied on this information in making her decision to retire. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against …

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Vickers Group Pension Scheme (PO-375)

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The Trustees provided Mr Kirkland with incorrect information about his retirement benefits, upon which he says he relied when he decided to retire and when he made purchases that he says he would not have otherwise made. The Pensions Ombudsman’s determination and short reasons The complaint shoul …

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Halstead Group Pension Scheme (PO-609)

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Mr Allen complains about the Trustees’ recovery of pension overpayments, which resulted from a miscalculation. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Trustees because Mr All …

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Balfour Beatty Pension Fund (87823/2)

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Mr Galley has complained that Balfour Beatty plc (the Company) in its capacity as the Scheme’s in house administrator, incorrectly advised him that if he delayed drawing his pension after age 60 a late retirement factor would be applied between 60 and 65. The Pensions Ombudsman’s determination and short reasons The …

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Mrs Collins complains that NHSBSA, the administrator of the Scheme, allegedly supplied her with an incorrect early retirement quotation in December 2007 showing considerably overstated benefits as at 24 July 2009, her 60th birthday, which she relied upon to her financial detriment by leaving NHS em …

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McNicolas Construction (Holdings) Pension Scheme (PO-408)

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Mrs McNicholas complains that Scottish Widows, the administrator of the Scheme, transferred an incorrect payment, which it is now seeking to recover from her. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Scottish Widows because it provided i …

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