Teachers' Pension Scheme (CAS-96915-W7Q4)
Ombudsman’s Determination
Outcome
I do not uphold Mr R’s complaint, and no further action is required by TP.
I do not uphold Mr R’s complaint, and no further action is required by TP.
I do not uphold Ms R’s complaint and no further action is required by NHS BSA.
I uphold part, but not all of Dr S’ complaint. To put matters right for the part of the complaint I uphold, Fidelity shall adjust the units held in Dr S’ SIPP to put the plan in the position it would now be in if the transfer had not been delayed by ten working days.
Mrs E’s and Mr R’s complaint should be upheld because the Trustees failed to properly consider all the potential beneficiaries in reaching their decision regarding the distribution of the lump sum benefit following the death of Mr F. Therefore, the decision should be reconsidered.
I do not uphold Mrs Y’s complaint, and no further action is required by Mercer or the Trustee.
Mrs Y’s complaint concerns:
I do not uphold Mr K’s complaint, and no further action is required by NHS BSA.
I do not uphold Mrs S’ complaint and no further action is required by SL.
Mrs E’s and Mr R’s complaint should be upheld because the Trustees failed to properly consider all the potential beneficiaries in reaching their decision regarding the distribution of the lump sum benefit following the death of Mr F. Therefore, the decision should be reconsidered.
I do not uphold Mrs N’s complaint and no further action is required by the Trustee.