Mrs Davis’ complaint against Windsor Life concerns its handling of an order by the Court on her divorce assigning 100% of the value of her husband’s (Mr Davis) policy under the Plan. Specifically, she complains that: having received details of the pension share, Wind …

Dr A Johnson complains that from 2001 to 2010 Sun Life Financial of Canada (SLoC) misrepresented the guaranteed value of his plan in his annual statement of investments, and that it has reduced the value of his plan to address this error.The Deputy Pensions Ombudsman’s determination and short reasons The complai …

Mr Lillie complains that his late wife’s records were not transferred in 2002 and she was not informed of the change of administration arrangements, which led to delays when dealing with her application for ill health early retirement benefits. The Pensions Ombudsman …

Mr Gutteridge’s complaint is that ReAssure have failed to maintain records of his protected rights contributions. Consequently no protected rights benefits were included within Mr Gutteridge’s policy, when it was transferred to his new provider Just Retirement. The Pensions Ombudsman’s determination and short reason …

Mr Carver-Vockings complains of maladministration by member companies of the IFG Group (UK) causing him financial loss and distress and inconvenience. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be partly upheld against the IFG Group (UK) as Mr Carve …

In light of my recent determination of Mr J Holy’s complaint (88822/1) against The Hornbuckle Mitchell Group Ltd (HMGL) and Hornbuckle Mitchell Trustees Ltd (HMTL) which I did not uphold, the remaining part of Mr Rundle’s complaint is that HMGL and HMTL, the administ …

Dr Pisarski complains that Standard Life failed in its duty of care to him and to exercise due diligence with regard to his Self Invested Personal Pension (SIPP) specifically in relation to his investment in ARM bonds. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be uphel …

Mrs Morton’s complaint is that Scottish Life allowed her ex-husband to transfer his Plan’s benefits to another pension plan when subject to a Pension Sharing Order (PSO) The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Scottish Li …

Mr McGaughey complains about the mismanagement by the L&G of the Scheme, including overcharging fees, delays, failure to collect premiums and implement instructions to transfer funds and providing incorrect information. The Deputy Pensions Ombudsman’s determination and short reasons L&G’s failure to collect …

The Applicants complain that James Hay Partnership allegedly failed to act in accordance with the terms and conditions of the IPS SIPP by carrying out adequate due …