Mr Grace complains that maladministration by Origen Financial Services Limited (Origen) caused him injustice, resulting in a financial loss. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against Origen because the amount of compensation i …

Mr Hattersley has complained that: IPS misrepresented its relationship with the formerly associated IFA on whose advice he relied when buying the Keydata Secure Income Bond (Keydata SIB” his self-invested personal pension (SIPP” lost approximately £30 …

Mrs Hattersley has complained that: IPS misrepresented its relationship with the formerly associated IFA on whose advice she relied when buying the Keydata Secure Income Bond (Keydata SIB” her self-invested personal pension (SIPP” lost approximatel …

Mr Taylor complains about Alliance Trust because The charges levied are unfair; and They have failed to deal with matters satisfactorily The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be partially upheld against Alliance Trust because there have been some admini …

Mr Tonks alleges that as a consequence of unacceptable delays on the part of Standard Life in effecting a transfer of his share of the Scheme assets to a self-invested personal pension (SIPP) he has incurred additional costs and also suffered a loss of investment income in the SIPP. The Deputy Pensions Ombudsm …

Subject

Mr Dawson has complained that Alliance Trust Pensions Limited failed to contact him before 4 July 2008 to let him know what further income could be taken during the 2007/08 plan year.  As a result, Mr Dawson did not draw his maximum income in the 2007/08 plan year.

Mr Dawson says the injustice he has suffered is a loss of income of £43,790. To put the matter right, he is seeking £43,790 together with interest.

Subject

Mr Watts’ complaint against Equitable Life and the Cabinet Office, the administrators and managers of the Scheme respectively, is that delays were caused in the transfer of his AVC funds to Legal and General causing him a financial loss.

Subject

Mr Rourke complains that delays on the part of AEGON in effecting a partial disinvestment of the Plan’s assets in order to secure an enhanced medical annuity of £7,200 pa with Just Retirement resulted in the annuity purchase price increasing from £99,865 to £101,390.

He also says that he has suffered distress and inconvenience dealing with this matter for which he would like to be suitably compensated.

Subject

The Applicants complain that LV=, the LV SIPP administrator, incurred delays in effecting an in-specie transfer of the LV SIPP property to their Standard Life SIPPs. They are also dissatisfied with the handling of a lease transaction by LV= and their record keeping for the property. As a result, the Applicants assert that they were unable to access their LV SIPP assets whilst the transfer was continuing, incurred additional legal costs and suffered distress and inconvenience

Subject

Mr Barnett’s complaint is that Hartley failed to properly administer the Plan. In particular he says that Hartley failed to flag the non-payment of rent in respect of Consort House (the Property).

The Pensions Ombudsman’s determination and short reasons

The complaint should not be upheld against Hartley because they were not primarily liable for any loss to Mr Barnett. Much of the loss that Mr Barnett claims was not directly attributable to the failure to identify that the Tenant was not paying rent