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Universities Superannuation Scheme (78500/1.)
Mr X’s complaint concerns the Trustee’s: refusal of his original application for total incapacity retirement benefits; and handling of his complaint under its internal dispute resolution procedure (IDRP) The Pensions Ombudsman’s determination and short reasons The co …
Local Government Pension Scheme (75133/2.)
Mr Kirkham complains that his application to be considered for ill-health retirement benefits under Regulation 27 of The Local Government Pension Scheme Regulations 1997 (as amended) (the Regulations) has been improperly rejected. The Pensions Ombudsman’s determination and short reasons The …
Standard Life Self Invested Personal Pension Plan (73999/2)
Mr Lyndon-Stanford complains that James Hay charged fees to which it was not entitled, and threatened him with court proceedings for non-payment.
The European Steel Sheets Executive Pension S (74558)
Leo Bissex is a minor. On his behalf, his mother Ms S Bissex complains that the Trustees improperly reduced her son’s pension. The Ombudsman’s determination and short reasons The complaint should be upheld against the …
The BP Pension Fund (74340/2)
Mr Craig complains: that the Trustee wrongly refused to allow him to draw his benefits (unreduced) from the Scheme from 30 June 2006 when IMSL ceased to be a participating employer and disputes the Trustee’s interpretation of the terms of the Scheme; and that the Tru …
NAAFI Pension Fund (72032/4)
Mr Cameron says that NAAFI failed to reconsider his request for ill health early retirement in 2007. NAAFI had suspended their original consideration of his application after he had entered a claim for unfair dismissal with an Employment Tribunal (ET) in 2004. The Om ..
Local Government Pension Scheme (72641/3)
Mrs Rogers: complains that she was incorrectly informed in 2006 that she did not qualify for consideration under the ‘Rule of 85’ disagrees with the decision of South Wales Police to reject her application for voluntary early retirement in 2007; and believes she has been treated differently …
Fresenius Health Care Group Pension Scheme (73339/2)
Mr Bailey says: the Trustees failed to adhere to a binding promise to pay him £12,308 p.a. on retirement in respect of his deferred pension; the Trustees failed to keep proper records of the Scheme and its undertakings; and The Trustees misdi …
Railways Pension Scheme (73706/1)
Mr Fraser says that: due to delays in dealing with his application for ill health early retirement, it was considered under the Network Rail section of the Scheme rather than the First Engineering section; he disagrees with Network Rail’s refusal to grant him ill hea …
Standard Life SIPP (74188)
Mr Keenan says that Standard Life released personal information to the chairman of City Lifeline Ltd (City Lifeline) He says this led to an investigation by auditors, restrictions on Mr Keenan’s authority and a breakdown in the working relationship between the chairman, Mr Keenan and the Financia
Standard Life SIPP (74205/1)
Mr Palmer says that Standard Life released personal information to the chairman of City Lifeline Ltd (City Lifeline) He says this led to an investigation by auditors, his being barred from the premises and a breakdown in the working relationship between the chairman, Mr Keenan and the Financial D
Shell Contributory Pension Fund (74245/3)
Mr Linfield has complained about the decision not to grant him an incapacity pension when his employment with Shell was terminated. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld becau …
SAB WABCO Pension Scheme (74532/2)
Mr Barton says that, when calculating his pension entitlement from the Scheme, the Trustees are using a final pensionable salary as at 30 September 2005 being the date the Scheme closed. He believes that his benefits should remain linked to his actual final pay as at …
Armed Forces Pension Scheme 1975 (75150/2)
Mr Morrison disagrees with the decision to award him an ill health retirement pension with effect from January 2003 rather than October 1999. He also considers that the MoD: made inaccurate and misleading statements; took irrelevant matters into account in reaching their decision; failed to …
PLB Ross Electrical Consulting Co Ltd (75669/2)
Mrs Telford complains that Mr Ross (as Trustee) refuses to provide a letter of authority to her IFA so they can obtain details of her Scheme benefits from Abbey Life, the Scheme Manager. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mr Ross …
BWE Ltd Pension Scheme (25839/2)
Dr Archer’s complaint is that the delayed providing information relating to his additional voluntary contributions (AVCs) causing him to receive a lower annuity than he would otherwise have done. The Pensions Ombudsman’s determination …