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

Subject

The complaints are that AJ Bell:

Subject

Mr Workman’s complaint against Friends Life is that there were online problems with their website which resulted in the loss of the fund switch requests that he had made. He says that this in turn led to a loss in the value of his funds.

The Pensions Ombudsman’s determination and short reasons

The complaint should not be upheld against Friends Life as although there may have been website problems which prevented a switch request there were alternative methods open to Mr Workman that he could have used.

Subject

Mr Stell’s complaint stems from a request he made for early release of deferred benefits on compassionate grounds, in particular that Bedford BC:

Subject

Mr and Mrs Johnson’s complaint against HM follows a failure to pay taxes on a plot of land (the land) in the United States, which formed part of their SIPP investments which resulted in the land being repossessed by the regional authority in Florida and then sold. Mr and Mrs Johnson complain that the compensation offered by HM is inadequate and that HM could have taken steps to prevent the land from being sold on.

Subject

Mr Evan’s complaint is that Mattioli Woods, the administrators of the SIPP, and the Trustees, of the SIPP, failed to secure ownership of the legal titles for four plots of land for the SIPP.

The Deputy Pensions Ombudsman’s determination and short reasons

The complaint should not be upheld against the Trustees and Mattioli Woods because I am unable to find that there has been any maladministration by them.

Subject

Ms Jones has complained that Standard Life, the SIPP administrators mismatched the SIPP member’s share of a property asset with their share of the associated mortgage. She says that the mismatch led to the mortgage going into arrears which resulted in them having to sell the property at a loss.

Subject

Mr Penhallurick complains that DEFRA, his former Civil Service employer, misled him when he left their employment in 2007 about his choice of pension arrangement under PCSPS if he was to re-join the Civil Service in the future. He contends that he will suffer a financial loss as a result of being misled.