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Teachers’ Pension Scheme – Prudential AVC Facility (81112/1)
Miss I complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. She alleges that the sales representative did not explain the alternative option of purchasing past added ye …
Continental UK Group Holdings Ltd (79771/1)
Mr Moore complains about the decision reached to reject his application for ill health early retirement. The Deputy Pensions Ombudsman’s determination and short reasons The complaint should be upheld against the Principal Employer because it …
Standard Life Appropriate Personal Pension Scheme (79779/2)
Ms Hogestijn complains that Standard Life should have paid her the lump sum arising on the death of her ex-husband. The Pensions Ombudsman’s determination and short reasons The complaint should be upheld against Standard Life because it paid the lump sum without making adequate enquiries.
Teachers’ Pension Scheme (78846/2)
Mrs Lawton complains that: Her employer, the Council, allegedly failed to process her ill-health early retirement application on a timely basis and submit it to Teachers’ Pensions by 5 January 2007. As a consequence o …
Optima 2 Pension Scheme (75903/1)
Mrs Lane’s complaint is that Odeon and/or the Administrator provided her with incorrect information about the benefit she would receive from the Scheme which the Trustee now refuses to honour. The Pensions Ombudsman’s …
NHS Injury Benefit Scheme (80180/3)
Miss McCormack disagrees with NHSBSA’s decision not to award her a Permanent Injury Benefit (PIB) The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld against the NHSBSA because they have reached their decision in a proper manne …
Local Government Pension Scheme (77278/2)
Mr Longworth complains that the Council, SPF and SPPA have improperly refused him early retirement on ill-health grounds. The Deputy Pensions Ombudsman’s determination and short reasons The co …
Phoenix Life (formerly Scottish Mutual) Personal Pension (77264/1)
Mr Bolton says that Scottish Mutual caused a delay in the transfer of the value of his policies with them to his annuity provider so that his annuity commenced one month later than expected, and payment of the lump sum was also late. The Pens …
Try-Baltica Insurance Management Ltd (74985/2)
Mr Cryer complains about a delay in transferring his entitlement fr …
Friends Provident Personal Pension Plan (75808/1)
Mr Weedon says he transferred his personal pension plan from Scottish Widows to Friends Provident on 16 March 2006 based on an incorrect illustration. The Pensions Ombudsman’s determination and short reasons The compl …
Kodak Pension Plan (75476/3)
Mr Mellodey says that the Trustees gave him incorrect information regarding his benefits under the Plan upon which he relied to his detriment, both at the point he left service and subsequently . He only learned of the correct position shortly before his retirement. …
Farpak Limited Pension & Life Assurance Scheme (1984) (78109/1)
Mr Pollock disagrees with PTL’s decision that he did not retire on the grounds of ill health in 2003. The Pensions Ombudsman’s determination and short reasons The dispute should not be determined in Mr Pollock’s favour. On the balance of probabilities his early retir …
Local Government Pension Scheme (78502/2)
Mr Walder complains of an undue delay on the part of the Council in awarding him an ill-health pension, which he says has caused him to suffer financial loss. The Pensions Ombudsman’s determination and short reasons T …
Irish Life Executive Pension Plan (78673/2)
Mr Roberts is unhappy with the way Countrywide has handled his claim for his benefits to be paid on grounds of triviality.
Telegraph Staff Pension Plan (74642/2)
Mr Roberts disagrees with the decision that he was not eligible to join the Scheme The Pensions Ombudsman’s determination and short reasons Mr Roberts was eligible to join the Scheme from August 2001. DETAILED DETERMINATION Material Facts In …
NHS Injury Benefit Scheme (77569/3)
Mrs Woolvine says that her application for Temporary Injury Allowance (TIA) was wrongly refused on the basis that her injury was not wholly or mainly attributable to the duties of her NHS employment. The Pensions Ombudsman’s determination and short reasons The complaint should not be upheld …