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Teachers’ Pension Scheme (75244/4)
Reverend Bowman’s complaint was described by His Honour Judge Stewart QC in judicial review proceedings referred to further below and, in summary, is that: the Trustees, in December 1997, actually agreed in effect to pay his pension monies into the Scheme (unknown to him until December 2007) …
Prudential Personal Pension Scheme (81421/1)
Mr Dias-Jayasinha claims that Prudential’s failure to contact him before his 75th birthday led to him missing out on taking the 25% tax free cash sum from one of his personal pension policies under the Scheme. His wife is representing him in this matter.
Local Government Pension Scheme (80285/2)
Mr Jaszczyk complains that East Riding of Yorkshire Council (ERYC) his former employer and the administering authority in relation to the Scheme, wrongly turned down his application for early payment of the Scheme benefits on compassionate grounds and also did not deal with it on a timely ba …
Brickbusiness Pension Scheme (PPF000069)
The PPF Ombudsman has received a referral of a reviewable matter, following a decision by the Committee of the PPF dated 23 March 2009.
Countrywide plc Pension Scheme (76452/3)
Mr Banks says that both the Trustees and Countrywide delayed the transfer of his benefits to his new providers, because they prioritised a bulk transfer of the Scheme membership. When his transfer was eventually completed his fund value had d …
Abbey Life Retirement Annunity Contract (79684/1)
Abbey charged a fee of £206.30 (2.5% of the fund’s transfer value) when Mr Higman opted to move the balance of his fund to Legal and General Group plc (Legal and General) using the Open Market Option (OMO) Mr Higman claims that Abbey is not entitled to charge for using this option and even i …
The National Health Service Injury Benefit Scheme (77697/1)
Mr Skinner’s complaint is that the Authority has wrongly refused his application for Permanent Injury Benefit (PIB) from the Scheme because it continues to apply an incorrect test. The Pensions Ombudsman’s determinati …
NHS Pension Scheme (80347/2)
Mr Atkinson says that he should have been awarded an ill health early retirement pension under the Scheme when his contract of employment was terminated The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld because: The Authority has correctly applied th …
Windsor Life Assurance Company (79455/1)
Mr Philips says that he suffered financial loss as a result of delays caused by Windsor Life in transferring his plan to an alternative provider. He says that Windsor Life delayed providing a valuation statement and transfer forms, then having once received his instr …
The Estate of Mr R Coleridge (80076/1)
Mr Coleridge returned an application for a Hornbuckle Mitchell Flexible Income Pension Plan (FIPP) After receiving the tax free cash lump sum, there was a delay before Hornbuckle Mitchell offered an annuity. When they did it was not in line with what Mr Coleridge was expecting. Mr Coleridge …
Local Government Pension Scheme (81260/1)
Mr Cooper has complained that Enterprise, as the Employer, and LBBD, as Administering Authority of the LGPS, have incorrectly declined his application for early payment of his deferred benefits on the grounds of ill-health. The Pensions Ombud …
Countrywide Plc Pension Scheme (Defined Contribution Section) (80029/2)
Mr Sprawson complains that payment of his transfer value was improperly delayed, and as a result he suffered a financial loss. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Mercer Limited and BlackRock Pensions Limite …
The Pension Trust – SFHA (79383/1)
Mr Sweeney complains of maladministration by the causing a transfer of benefits from Lincoln to the Scheme to be unduly delayed and resulting in financial loss to him. The Pensions Ombudsman’s determinatio …
NHS Pension Scheme (78750/1)
Mr Lale complains that the Authority, as administrator: wrongly calculated his deceased’s wife’s pension benefits in accordance with the rules for a deferred pensioner rather than for an active member; provided incorrect information which he and his deceased wife relied on to their detriment …
Principal Civil Service Pension Scheme (74517/5)
Mr Thomson disagrees with the way his retirement benefits have been calculated. In particular, Mr Thomson asserts that: the reason for his retirement was the deterioration in his health; the pension he received was inf …
Northern Ireland Civil Service Injury Benefit Scheme (80072/1)
Mrs Scott complains that she was refused temporary injury benefit. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Department of Finance and Personnel because it did not properly consider Mrs Scott’s application …