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Civil Service Additional Voluntary Contributions (26984/2)
Mr Longstaff says that: compensation paid by DWP following a decision in 2003 at the second stage of the Scheme’s dispute procedures was improperly reduced; the annuity rate used in the compensation calculation was in …
Butterworths Lenses Limited Stakeholder Pens (74758/1)
Stakeholder pension contributions have been deducted from Mr Cherry’s salary and not passed to the pension provider to invest on his behalf. Employer contributions have also not been passed to the pension provider. The Deputy Pensions Ombudsman’s determination and shor …
Butterworths Lenses Limited Stakeholder Pension Scheme (74782/1)
Stakeholder pension contributions have been deducted from Mr Davie’s salary and not passed to the pension provider to invest on his behalf. Employer contributions have also not been passed to the pension provider. The Deputy Pensions Ombudsman’s determination and short reasons …
Butterworths Lenses Limited Stakeholder Pension Scheme (74791/1)
Stakeholder pension contributions have been deducted from Mr Hastie’s salary and not passed to the pension provider to invest on his behalf. Employer contributions have also not been passed to the pension provider. The Deputy Pensions Ombudsman’s determination and shor …
Butterworths Lenses Limited Stakeholder Pension Scheme (74977/1)
Stakeholder pension contributions have been deducted from Mr Allan’s salary and not passed to the pension provider to invest on his behalf. Employer contributions have also not been passed to the pension provider. The Deputy Pensions Ombudsman’s determination and short …
Co-Operative Group Pension (73639/2)
Mr Frost complains that he has not been paid the pension and lump sum quoted to him before he left service. The Ombudsman’s determination and short reasons The complaint should be upheld against PACE Trustees Limited because it provided Mr Frost with an incorrect benefit statement w …
The Winterthur Life Self Administered Personal Pension Scheme (N00325)
Mr Varley complains that the Trustee’s delay in arranging a lease for a property held by the Scheme and wrongly charging legal costs to the Scheme have caused him financial loss and distress. The Ombudsman’s determination and short reasons Th …
Spearflex Executive Pension Scheme (26050/2)
Mr Ferguson has complained that a transfer value was unavailable to him for some time. He also disagrees with the transfer value that he has now been offered because: (1) he does not consider that the administration costs of the Scheme and costs to refurbish Pelham H …
Babcock International Group Pension Scheme (PPF000018)
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 13 August 2008.
Teachers’ Pension Scheme (72917/1)
Mrs Montague complains that: the University did not advise her about the option of a pension transfer when she commenced employment with them in September 1990, and specifically did not inform her that there was a tim …
The Winterthur Life Self Administered Personal Pension (72995/1)
The complaint accepted by my office in May 2008 against Winterthur is that it: failed to transfer Mr Bradshaw’s SIPP assets in a timely fashion; provided incorrect information resulting in assets in a Trustee Investment Plan (TIP) being encash …
Windsor Life Personal Pension (74017/1)
Windsor, the managers of the PP failed to provide Mr Olden with annual review packs or written statements regarding his fund. As a result, Mr Olden claimed he suffered a financial loss. The Ombudsman’s determination and short reasons The complaint should be upheld against Windsor to the ex …
Marshall Holdings Limited Managed Pension Plan (PPF000019)
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 September 2008.
Royal Mail Pension Plan (the Plan) (74946/2)
Mr McGurk complains that the Trustee failed to properly exercise its discretion under the Trust Deed and Rules of the Plan in distributing the death benefit which arose following the death of his father, Martin McGurk. The Trustee exercised its discretion to award a proportion o …
Yell Pension Plan (72831)
Mr Anderson’s complaint is that the Trustees: failed to give effect to the Rules of the Scheme and that, as a result, he has been wrongly denied the benefits to which he is entitled; delayed dealing with his complaint under the Scheme’s Internal Dispute Resolution Procedure (ID …
Langdon Retirement Benefit (73142/1)
Mr and Mrs Smith, the members of the Scheme, complain that Hartley, as trustee and administrator of the Scheme, failed to keep a complete copy of a document entrusted to them. As a result, Mr and Mrs Smith say they were unable to prove their interest in a piece of land and suffered …