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High-Point Rendel Pension Scheme (26062/2)

Mr Watkins says that the Trustees’ decision to award pension increases to active pensioners under the augmentation rule using a distribution of the fund’s surplus in 1972 was illegal and constituted maladministration. The Ombudsman’s determin …

NHS Injury Benefit Scheme (72766/4)

Mr Evans complains that NHSBSA have wrongly rejected his application for Permanent Injury Benefits (PIB) The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA. Even though NHSBSA’s reasons were not sound, on the evidence a conclusion that …

Local Government Pension Scheme (75277/3)

Mrs Roberts complains that she should be entitled to enhanced ill health retirement benefits from the date of her dismissal.

MacQueen Air Conditioning SSAS (27728/1)

Mr MacQueen complains as beneficiary that the took an excessive amount of time to wind up the SSAS and to transfer the funds to a Self Invested Personal Pension Plan (SIPP) and that in consequence of the un …

Langtree Industries Executive Retirement Benefit Scheme (74651/1)

Mr Adams, in his capacity as a member of the Scheme, complains that Mr Biggs, in his capacity as a managing trustee of the Scheme: refuses to allow him to transfer the benefits held in his name under the Scheme to another arrangement; has failed to sign the necessary paperwork to allow the f …

Principal CIvil Service Pension Scheme (75868/1)

Mr Wahed’s complaint concerns the DWP’s decisions that: he should not be granted a pension due to retirement on medical grounds; and is not entitled to an injury benefit award. The Ombudsman’s determinat …

Teachers’ Pension Scheme – Prudential AVC Facility (76081/3)

Mrs Guilfoyle complains that Prudential’s corporate presenter improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She alleges that the corporate presenter did not inform her that she could purchase past added years (PAY) in the Teachers’ …#

Teachers’ Pension Scheme – Prudential AVC Facility (75320/1)

Mr X complains that Prudential’s sales representative specifically advised against the alternative option of purchasing past added years (PAY) in the Teachers’ Pension Scheme. He also alleges that the sales representative improperly persuaded him to pay additional voluntary contrib …

J A Clark & Co (Engineers) Limited Pension Scheme (PPF000032)

The Pension Protection Fund (PPF) Ombudsman has received a reference of a reviewable matter, following a decision by the Reconsideration Committee of the PPF dated 3 December 2008.

Michelin Pension and Life Assurance Plan (76674/1)

Mrs Earle has complained about how the Trustee Board decided to distribute the lump sum that arose on the death of her husband. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld because the decision was made outside …

Scottish Teachers’ Superannuation Scheme (73646/2)

Mrs O’Kane says that SPPA mismanaged the October 2006 consultation process. She also says that they misled her into believing that her late application to ‘step-down’ would be considered favourably. She moved to a position of less responsibility on the basis of the a …

The Bank of Cyprus UK Pension and Life Assurance Scheme (PPF000003)

The Pension Protection Fund (PPF) Ombudsman has received a reference of areviewable matter, following a decision by the Reconsideration Committee of the PPF dated 17 April 2008.

Social Housing Pension Scheme (75017/3)

Mr X says that: his application for ill health early retirement was not considered correctly and was based on incomplete medical records; the appeal process was not handled correctly and that an application under stage two of the Scheme’s internal dispute resolution procedures (IDRP) was sub …

J E Stacey & Co Ltd Employees’ Pension (71793/1)

Mrs Nute states: the Trustees and Alexander Forbes delayed transferring her benefits from the Plan to a new stakeholder scheme (the New Scheme) she is dissatisfied with the process used by the …

M-real UK Retirement Benefit Scheme (74511/1)

Mr Brooks’ complaint is that he was provided with an incorrect retirement quotation. The Ombudsman’s determination and short reasons The complaint should be upheld against the Trustee and Capita because Mr Brooks was given incorrect informati …

CMR Limited (75926/1)

Mr Lamb has complained about the delay in providing him with the information he required to draw his benefits. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mercers be …