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NHS Pension Scheme (77305/2)
Miss Brownlow was overpaid as a result of being re-employed whilst receiving pension. She says she was unaware that she was being overpaid and assumed because her employers had notified Paymaster of her earning details that she was entitled to the pension she was receiving.
Prudential Personal Pension (75076/1)
Mrs Sampson complained that Prudential delayed and made errors in connection with securing her pension benefits. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Prudential because there were delays and errors in respect …
United Utilities Pension Scheme (81204/1)
Mr Culverhouse complains about the decision of the Trustee to reject his application for ill health early retirement. The D eputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Trustees to the …
Siemens Benefit Scheme (77243/2)
Mr Forbes Buckingham complains about having relied to his detriment on an incorrect quotation issued by the Trustees of the Scheme. The Deputy Pensions Ombudsman’s determination and short reasons The complaint is not upheld because Mr Forbes- …
Teachers’ Pension Scheme (25850/7)
Mrs Cunningham complains that, following the reconsideration of her application for an ill-health retirement pension (IHER) the Department (which denotes the Department for Education or the Department for Children, Schools and Families as app …
L&F Jones Holdings LTD Retirement and Death Benefits Scheme (the Friends Providents CIMP)and L&F Jones Holdings Group Endowment Assurance Scheme (the Pearl CIMP) (72771/5)
Mr Jones alleges that Alexander Forbes, in …
Artemis (Closed) Pension Plan (76726/2)
Mr Sheppard ‘s principal complaint is that the Trustees and Artemis have wrongly refused to award him an early retirement pension due on his redundancy. He also complains that: Artemis failed to draft the Scheme Rules correctly; failed to inf …
RC Warren Packers Ltd Retirement Savings Plan (78842/2)
Mrs White considers that the lump sum death benefit and dependant’s pension paid to her from the Plan on the death of her husband, Mr William White, have been incorrectly calculated. In particular, she says that the b …
NPI Retirement Annuity Contract Zurich Personal Pension (78660/2)
Mr Lloyd has complained that as a result of his instructions not being followed, his pension transfer was processed too soon and as a consequence the available fund value was reduced. The Pensions Ombudsman’s determination and short reasons The complaint should be up …
Workhead Limited Employee Benefits Plan (78972/2)
Mrs Crosby complains that Windsor Life did not provide her with a retirement quotation on a timely basis before her Selected Retirement Date (SRD) of 25 August 2008, her 60th birthday. As a consequence of this failure, she says that she has n …
Calder Group (2001) Pension Scheme (27510/3)
Mr Harris complains that Calder and the Trustees: failed to take into account subsistence payments in his final pensionable earnings (FPE) for the purposes of calculating his retirement benefits; and reduced his early …
Norwich Union SIPP Client Number 96747 (78530/1)
Essentially, Mr Richards’ complaint is that AVIVA: failed to fully comply with his instructions given on 19 June 2008 to switch all the investments held in both the “pre-retirement” and “post-retirement” pension portfolios of the Plan into the Cash fund; having paid the maximum tax free cash lump
Norwich Union Retirement Annuity Plan (75645/2)
Mrs Ioannou says that Aviva failed to make the appropriate checks to ensure that the benefits under the Plan were paid to her father and that as a consequence his estate was reduced on his death. The Pensions Ombudsman’s determination and short reasons The complaint …
Calberto Limited Pension Plan (48784/3)
Mr A Grievson has complained against Mr N Grievson as a trustee of the Scheme, Calberto Ltd, as principal employer of the Scheme and Brewin Dolphin as administrators of the Scheme. He complains that: the transfer valuation process has been unfairly prejudicial; and t …
NHS Injury Benefits Scheme (79221/1)
Mrs Magill complains that NHSBSA have wrongly refused her application for Permanent Injury Benefits (PIB) from the Scheme. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against NHSBSA because they have reached their decision in a proper manner. …
UBS (UK) Voluntary Pension Scheme (77203/1)
Mr von Simson’s complaint concerns delay in the processing of a transfer request as a result of which he claims to have suffered a loss in the value of his pension fund. Buck and the Trustee deny that there was any ma …