Ombudsman’s Determination

Outcome

Having fully considered the evidence and submissions presented in writing and at the Oral Hearing, I uphold the Applicants’ complaints. 

Ombudsman’s Determination

Outcome

Having fully considered the evidence and submissions presented in writing, and those provided at the Oral Hearing, I uphold the complaints. In summary: 

Ombudsman’s Determination

Outcome

Ombudsman’s Determination

Outcome

Mr Martin’s complaint is about: the changes made by the Trustee to the Scheme in 2006; and the way the changes were carried out. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the Trustee. The changes were within the Trustee’s powers, were …

Mr Pattemore complains that the value of the fund was improperly reduced by payments and borrowings made by the trustees. MATERIAL FACTS The investigation of this case has been considerably hampered by the inability a …

Surviving partners of Luckin & Sheldrake (see paragraph 4 below) In this document CAESS is used to refer to the Chartered Accountants Employees Superannuation Scheme, Bridge is used to re

Captain Squibbs says the Management Trustees have breached their fiduciary duty by failing to operate the “Variable Pension Option” (VPO) taken up by Captain Squibbs in a fair and reasonable way. In particular by failing to explain the VPO cl …

Mr Holy complains that The Hornbuckle Mitchell Group Ltd (HMGL) and Hornbuckle Mitchell Trustees Ltd (HMTL) the administrator and co-trustee of his self invested personal pension (SIPP) respectively, allegedly failed: to carry out due diligence on the property relate .

The complaint is that Mr Mullady and Mr MacMillan, who are trustees of the SSAS, have caused rent arrears to arise, and have not taken steps to have them repaid. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mr Mullady to the extent that paym …