The Heritable Group Retirement and Death Benefits Scheme (N01224)
Complainant: Mr David Heaver
Ref: N01224
Respondent: PENSION SCHEMES ACT 1993, PART X DETERMINATION BY THE DEPUTY PENSIONS
OMBUDSMAN Applicant Mr David W J Heaver Scheme The Heritable Group
Retirement and Death Benefits Scheme (the Scheme) Trustees Fairmount Trustee
Services Ltd (Fairmount) Mr Peter Longland Mr James Pope
OMBUDSMAN Applicant Mr David W J Heaver Scheme The Heritable Group
Retirement and Death Benefits Scheme (the Scheme) Trustees Fairmount Trustee
Services Ltd (Fairmount) Mr Peter Longland Mr James Pope
Type: Pension complaint or dispute
Date:
Mr Heaver complains because, following the wind-up of the Scheme, a level annuity was secured for him. Mr Heaver believes that, at the time of wind-up, the Trustees should have secured an escalating a …