Ombudsman’s Determination

Outcome

I do not uphold Mr R’s complaint and no further action is required by the Trustee or Mercer. 

Ombudsman’s Determination

Outcome

I do not uphold Mrs D’s complaint and no further action is required by NHS BSA.

Ombudsman’s Determination

Outcome

Mr R’s complaint is upheld and to put matters right James Hay shall: 

Ombudsman’s Determination

Outcome

Dr Y’s complaint against NHS BSA is partly upheld. To put matters right, NHS BSA shall pay Dr Y £500 for the significant distress and inconvenience its maladministration will have caused him.

Ombudsman’s Determination

Outcome

The complaint is not upheld against Rowanmoor as Administrator, as it was not its responsibility to carry out the level of due diligence suggested by Mr N, and because it fulfilled the duties it did have in relation to the Scheme adequately. 

Ombudsman’s Determination

Outcome

The complaint is not upheld because at the time the investments were made, it was not the responsibility of either Carey Pension Trustees UK Limited or Carey Pensions UK LLP to carry out the level of due diligence suggested by Mrs H, taking into account the relevant law and th

Ombudsman’s Determination

Outcome

I do not uphold Mrs TT’s complaint and no further action is required by Aegon. 

Ombudsman’s Determination

Outcome

Mr S’ complaint against Curtis Banks is partly upheld. To put matters right, Curtis Banks shall pay Mr S interest on the pension contribution (the Contribution) that was transferred to Investec Wealth on 31 January 2020 (the Interest Amount).

Ombudsman’s Determination

Outcome

Miss E’s complaint against Curtis Banks is partly upheld.

Ombudsman’s Determination

Outcome