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Teachers’ Pension Scheme – Prudential AVC Facility (R00022)
Ms Mason complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added years (PAY …
City of Westminster Assurance Personal Pension Plan (P00673)
Mr Rookyard says that the issue of annual benefit statements under the Plan was erratic, with the figures quoted being incorrect. He says that the retirement quotation issued in November 2003 omitted the value of the Protected Rights fun …
City of Westminster Retirement Annuity Contract (Q00584)
Mr Sowden says that City of Westminster Assurance (CW) caused delay, distress and inconvenience to him throughout the process of taking the benefits from the Plan, giving rise to losses and costs totalling some £1,778. Some of the issues before me might be see …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00862)
Ms Ainsworth complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added …
Teachers’ Pension Scheme – Prudential AVC Faciility (R00014)
Mrs Yorke complains that Prudential’s corporate presenter improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the corporate presenter did not inform her that she could purchase past added years (P …
NHS Pension Scheme (P00778)
(dated) Mrs Trumper complains that her employer, Swansea NHS Trust (the Trust) has wrongly refused to recognise her sessional (call out” payments as pensionable under the regulations governing the NHS Pension Scheme (the Scheme) Some of the issues before me might be seen as complaints of …
Ten to Two Retirement & Death Pension Scheme (Q00351)
Mr Williams complains that the Trustee has failed to provide the information required by Norwich Union in order to effect a transfer of the benefits held in his name under the Scheme to a personal pension with another provider. Some of the issues before me migh …
CIS Personal Pension Plan (Q00819)
Mr Roberts says that CIS reneged on a commitment made to him in writing that his pension fund would be no less than £74,222. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law and indeed, some may …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00858)
Mrs Harvey complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She also alleges that the sales representative did not inform her that she could purchase past added year …
Scottish Equitable Personal Pension Plan 2645321 (N00939)
Mrs Brown has complained that Scottish Equitable failed to obtain the necessary certificates when she transferred previous benefits into the Plan. Mrs Brown asserts that, as a consequence, the tax free cash sum she was allowed to take from the Plan was £2,000 less th …
The Shipbuilding Industries Pension Scheme (P01372)
Mr Leggett is aggrieved that his application for early retirement through incapacity has been rejected. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or law and indeed, some may be both. …
The Motor Industry Pension Plan (Q00514)
The Trustees complain that Keith Motors have failed to pay sufficient contributions to the Plan in accordance with its obligations under the Pensions Act 1995 (the 1995 Act) and the Trust Deed and Rules. Some of the …
Camden Automotive Ltd Retirement Benefits Scheme (Q00649)
Mr Eisa complains that the Trustees have failed to provide the information required by Scottish Widows plc in order to assign the benefits held in his name under the Scheme to a policy held in his own name, and that the Trustees failed to pay the annual …
The Eastern Flue Lining Small Self Administered Scheme (Q00093)
Mr and Mrs Sidebotham have complained that they were incorrectly informed by James Hay that certain property owned by the SSAS could not be sold to them as i …
The Civil Service Injury Benefit Scheme (Northern Ireland) (Q00234)
Mr McClune has complained that his application for a temporary injury allowance has not been properly considered. Some of the issues before me might be seen as complaints of maladministration while others can be seen as disputes of fact or …
Miller Knight Limited Pension & Assurance Scheme (M00097)
Mr Holmes says that the failed to honour an offer of a transfer value from the Scheme …